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-- -- -- -- -- -- Account Access Account Login Partner Login Fidelity Self Directed FT Williams 5500 Contact Us Need Help? Employees Our Focus on You Financial Calculators Employers Serving Employers FAQs Industry Partners How We Help Advisors How We Help TPAs Advisor Connect Advisor Bill of Rights Find a Professional Media News Market Commentary About Us Our Story Leadership Our Philosophy Careers Select Page Financial questions because of COVID-19? Get answers here . Hardworking Americans trust us to help them MEET THEIR RETIREMENT GOALS. We’re improving the most important retirement plan – yours. Talk to an Expert Now Our three-step approach to better outcomes We Listen. We design your plan. We measure performance. We Listen Company owners start retirement plans for many reasons. Unless you’re working with retirement plan experts who ask the right questions, you may wind up with a plan designed to meet a price point rather than your goals. The irony is that plans not optimized for performance can actually cost you a fortune in the long run. We listen before we make recommendations. That’s American Trust . Talk to an Expert Now We Design Your Plan We think you deserve a highly cost-efficient retirement plan tailored to your situation. That means a plan built on choice, flexibility and personal service. We’ll work with you and your retirement plan advisor or TPA to design a plan that’s easy to setup and easy to run. That’s American Trust . Talk to an Expert Now We Measure Performance An effective plan needs to be more than cost-efficient. It needs to help you achieve your goals and that requires a keen focus on outcomes. We continuously monitor plan performance to help you and your financial advisor make timely decisions that keep you on track. We measure performance to ensure your plan is working for you. That’s American Trust . Talk to an Expert Now 3 Reasons to Work with American Trust We make starting and running a retirement plan easy for you. We’ll design a retirement plan that fits your company and goals. We continually focus on measuring performance against desired outcomes. Talk to an Expert Now About American Trust American Trust is a promise kept for more than 50 years to help clients succeed on their retirement savings paths. Today, we are more than 400 people focused on one thing – improving retirement outcomes. © 2018 American Trust Privacy Policy | CCPA Policy | For California Residents: Do Not Sell My Personal Information Contact Us Participants: Call 1-800-548-2994 or visit our Self Help page . Employers & Partners: 1-800-548-2995 Interested in becoming a partner? 1-800-548-2993 Send us a Message Neomal Abeysekera, QKA Chief Compliance Officer, BSA/AML Officer and ERISA Compliance Officer Neomal Abeysekera serves as the Chief Compliance Officer, BSA/AML Officer and ERISA Compliance Officer of American Trust Company. Mr. Abeysekera’s career at American Trust (previously First Mercantile) began in 1991, and during his tenure at American Trust he has served in multiple roles in the organization and has extensive experience in Plan Administration/Compliance, Recordkeeping/Operations and Fund Operations. He has served in his current role as a Compliance Officer since 2012. Mr. Abeysekera and his team are also responsible for the compliance functions at Mid Atlantic Trust Company, an affiliate of American Trust. Mr. Abeysekera earned his Bachelor of Science degree in Accounting from Christian Brothers University and his MBA with a concentration in Accounting from the University of Memphis. He holds the Qualified 401(k) Administrator (QKA) designation from ASPPA. × James Pratt Chief Risk Officer As President of First Mercantile, James serves the Company’s broad governance issues, including fiduciary, financial, regulatory, and risk management. James joined First Mercantile Trust in 2003 as the Chief Operating Officer and Chief Financial Officer, and moved into the President role in 2011. James’s prior experience included serving as chief financial officer for start-up companies, securities industry financial and operational principal, and public accounting. × Gregory Kasten Member of the Board and CEO/Founder, Unified Trust Dr. Gregory W. Kasten is the Founder and CEO of Unified Trust and a Member of the Board at American Trust. Following graduation from Southern Illinois University School of Medicine in 1980, he completed an internal medicine internship and anesthesiology residency at the University of Kentucky Medical Center and is a board-certified anesthesiologist. He received a Master of Business Administration degree with an emphasis on finance and investment management from the University of Kentucky College of Business Graduate School. Dr. Kasten was awarded the Accredited Investment Fiduciary Analyst™ designation by the Center for Fiduciary Studies, the Certified Financial Planner™ designation by The Denver College of Financial Planning, and the Certified Pension Consultant designation by the American Society of Pension Actuaries. He has published over 100 papers on financial planning and investment-related topics in various financial and business journals; written two editions of the book Retirement Success; and in 2005 he co-authored the first place winning paper entitled: “Post Modern Portfolio Theory” and presented the paper at the Financial Planning Association national meeting. Dr. Kasten has given dozens of lectures on fiduciary best practices to pension professionals and Federal banking regulators. In 2007-2009, Medical Economics listed Dr. Kasten as one of “The 150 Best Financial Advisers for Doctors” in the country. Dr. Kasten was inducted into the Advisor Hall of Fame by Research Magazine in 2011 and in 2013 was named Retirement Plan Adviser of the Year by Employee Benefit Adviser Magazine. He has more than 30 years of investment experience and has been with the company since he founded it in 1985. × Howard Insley Chief Operating Officer Howard Insley is Senior Vice President of EdgeCo Holdings, responsible for the migration and consolidation activities for acquired entities. He also oversees American Trust operations and administration, onboarding and participant servicing activities as Chief Operating Officer of American Trust. Prior to his current roles, Mr. Insley led retirement strategy and M&A integration activities for Ascensus, as well as that company’s national TPA, trust company and broker dealer. He also gained experience leading Wachovia’s (now Wells Fargo) retirement operations and service teams. Mr. Insley earned his BA in Business from Randolph Macon College and his MBA in Finance from Wake Forest University. He holds Series 6, 26 and 63 licenses. × Kevin Freehardt Chief Investment Officer Kevin Freehardt is the Chief Investment Officer of First Mercantile Trust Company (First Mercantile). He oversees investment manager due diligence and asset allocation services the company provides. Prior to joining First Mercantile in 2010, he worked as a research analyst at Consulting Services Group and as a financial analyst with First Tennessee Bank’s Wealth Management division. Mr. Freehardt received a Master of Science degree in Business Administration with a concentration in Finance and a BBA in Finance, both from the University of Memphis. × Micah DiSalvo Chief Revenue Officer Micah DiSalvo is the Chief Revenue Officer of EdgeCo Holdings, Inc. In this role, he leads the retirement plan sales and client service organization for all portfolio companies of EdgeCo Holdings, a private equity-backed organization focused on delivering innovative retirement solutions to American employers. With 20 years of experience in the financial services industry, Micah has a history of success in business development and organizational leadership. He is an active member of NAPA (National Association of Plan Advisors) and through this work has met with members of Congress on Capitol Hill to advocate on behalf of American ...