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EdgeCo Completes Acquisition of Unified Trust

The $5B retirement plan provider and fiduciary becomes part of EdgeCo subsidiary American Trust

EdgeCo Holdings, L.P. has completed its acquisition of Unified Trust Company, N.A. following required regulatory approval. The transaction was first announced, and through the acquisition, Unified Trust will become part of EdgeCo subsidiary American Trust Company.

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Based in Lexington, Kentucky, Unified Trust serves financial intermediaries, corporate clients and retirement plan investors as a national retirement plan provider and fiduciary. The company also provides services for individual investors through its wealth management division. American Trust is a leading provider of technology-enabled retirement solutions for financial intermediaries and their clients.

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“Unified Trust has set a high bar in the industry for its commitment to upholding a fiduciary standard and promoting a strong future for aspiring retirees,” said John Moody, Chief Executive Officer of EdgeCo. “Our partnership brings together a shared philosophy of quality client service and yields a unique and enhanced ability to help participants achieve better retirement outcomes. We are incredibly excited about the future with our combined resources and in-house expertise.”

The Unified Trust team will remain in place as a division of American Trust and continue operations in its Lexington, Kentucky headquarters. Moody will serve as Chairman at American Trust. Unified Trust founder Gregory Kasten, MD, will maintain an active role in the company, assuming an executive and shareholder position, serving on American Trust’s Board of Directors and providing strategic direction for the company.

Kasten added: “Americans need strategic support and expansive resources when it comes to planning for a secure retirement future. Providing unbiased and comprehensive advice that helps aspiring retirees achieve better outcomes is core to who we are as a company. American Trust shares this vision, and together, we have the opportunity to amplify our impact.”

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