Mutual of Omaha and American Trust Collaborate to Create Innovative Retirement Solutions

Mutual of Omaha Retirement Services has announced a strategic alliance with American Trust to offer innovative retirement plan solutions to plan sponsors, participants, financial advisors and third-party administrators.

The collaboration between the two firms to create a cutting-edge open architecture product builds on the strength of Mutual of Omaha, a 112-year-old, Fortune 300 company, and American Trust’s technology and expertise. The two companies combined have more than 90 years in the retirement space.

“Our relationship with American Trust will allow us to innovate quickly and offer our customers enhanced flexibility,” said Laura Huscroft, VP of 401(k) with Mutual of Omaha Retirement Services. “Our mission is to make sure every customer has a financial future imagined, planned and secured. Collaborating with American Trust positions us to transform how we administer retirement plans, allowing us to meet the everchanging needs of our customers. This relationship is a significant stride towards achieving our mission.”

The new open architecture retirement product will expand Mutual of Omaha’s Retirement Right product suite.

“We couldn’t be more thrilled about joining forces with Mutual of Omaha,” said Micah DiSalvo, Chief Revenue Officer at American Trust. “This is an incredibly synergistic relationship that combines Mutual of Omaha’s tenured and expansive industry success with our innovative, technology driven platform. Together, we are going to make a major impact in the retirement space for years to come.”

Mutual of Omaha Retirement Services has been in the retirement services business for more than 45 years, providing retirement solutions for plan sponsors that are easy to understand and simple to administer. Mutual of Omaha also offers plan advisors support from pre-sale prospecting through plan onboarding.

American Trust is a leading, full-service provider of retirement plan solutions to advisors serving the small- and mid-sized plan market. With offices across the U.S., American Trust leverages a modern technology stack to offer innovative, high-quality recordkeeping and trust and custody services. AT Retirement Services is a subsidiary of EdgeCo Holdings. For more information, visit www.americantrust.com.

Through its subsidiaries, EdgeCo is a leading provider of best-in-class technology-enabled solutions for financial intermediaries and their clients. For over four decades, EdgeCo companies have provided a suite of technology and support services including full-service retirement plan administration, brokerage, advisory, and trust and custody services to a diverse national client base of financial intermediaries. This client base includes registered representatives, investment advisors and other financial intermediaries including retirement plan recordkeepers, TPAs, bank trust departments, broker dealers and insurance companies. The firm services approximately $150 billion under custody, administration and wealth, working with more than 15,000 financial advisors and 500 financial institutions.

Founded in 1909, Mutual of Omaha is a highly rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.

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