Paul B. Zimmerman, Inc. Sales Proposal
American Trust Retirement Story
American Trust Retirement is a division of American Trust, a family-owned community bank founded in 1911. We have grown to strengthen the products, services, and financial management we provide to our clients while retaining the integrity and commitment of a community bank. As the fastest growing division in the bank, and with more than 60 years in the retirement industry, American Trust Retirement is positioned as a leader in the industry. In March 2014, the division grew our market presence through the acquisition of a third-party administrator that serviced over $430 million in assets. Today, the division services over 800 plans with more than $2.8 billion in plan assets.
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