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Portfolio > Economy & Markets > Fixed Income

National Advisors Trust Announces 401(k), Fixed Income Agreements on Conference Second Day

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On the second day of its 10th Anniversary Celebration Conference in San Francisco on Thursday, National Advisors Trust announced an agreement with EPIC Advisors to provide private-labeled 401(k) programs with open-architecture defined contribution retirement plans to its advisor firms. 

The company also announced its affiliated advisor firms will now have access to Advisors Asset Management’s fixed income securities offerings.

National Advisors Trust is the largest independent RIA-owned trust company in the United States. The company’s conference is attended mainly by RIAs. 

Commenting on the agreement with EPIC advisors, National Advisors Trust CEO Ronald Ferguson said, “We selected EPIC for our private-label 401(k) program because of their proven capabilities in the retirement planning and recordkeeping fields, and their ability to apply the National Advisors Trust brand to their retirement plan platform. Their open architecture investment offering provides the trust company’s RIAs the ability to select the best investment solutions for their retirement plan sponsor clients and participants. Working together, we now have the ability to provide our RIAs with a competitive, full service proprietary plan platform.” 

As for the Advisors Asset Management announcement, National Advisors Trust said it will provide direct access to AAM’s fixed income securities tools and services from the trust company’s AdvisorDesk multi-custodian technology platform. Using AdvisorDesk’s single sign-on technology, registered investment advisors have what the company calls a “more direct and efficient way to get quotes and trade fixed income securities.”

“AAM is a great alliance for National Advisors Trust,” Ferguson said in statement. “AAM has some of the industry’s most innovative investment products and support solutions, and giving our advisors direct access from AdvisorDesk is a strong value-add for our RIAs. AAM has been a preferred provider for us, and taking our relationship to the next step with this partnership is a great addition.”

The partnership with AAM, he said, is a further step in National Advisors’ technology and growth strategy

Technology is key to advisors increasing operational efficiencies, reducing costs and getting out of the back office to focus on client relationships and new business development,” Ferguson added.  “But they must choose wisely, or technology can become a complex tangle of technological chaos that can end up costing more and being more time consuming to manage. Our strategy is to continue to expand AdvisorDesk’s multi-custodian capabilities and provide the highest integration and interoperability.” 


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