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About
Aaron Cox is a Senior Analyst at American Trust based in Nashville, TN, where he is responsible for in-depth financial and investment analysis with a focus on retirement plan solutions and fiduciary oversight. In this role, Aaron specializes in analyzing qualified retirement plans, working closely with plan sponsors and fiduciaries to optimize plan design, investment selection, and regulatory compliance.
Aaron's career spans over a decade in the retirement plan administration and investment consulting space. Prior to joining American Trust, he held key positions including Senior Analyst at Stanley Benefit Services, Plan Administrator at Actuaries Unlimited, and Senior Administrator at ERISA Services. Throughout his career, Aaron has developed expertise in defined contribution plans, ERISA compliance, and multi-employer plan structures.
Educated at Mississippi State University with a Bachelor's in Marketing, Aaron brings a strong analytical and client-focused approach to the retirement plan industry. He is recognized for his proficiency in plan analysis, regulatory interpretation, and his commitment to delivering tailored investment strategies, particularly within the retirement and benefits sector. His notable contributions include streamlining plan operations and enhancing investment outcomes for institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stanley Benefit Services, Inc. | Senior Analyst | Jan 2021 to Present | — |
| Actuaries Unlimited, Inc. | Plan Administrator | Mar 2019 to Jan 2021 | — |
| ERISA Services, Inc. | Senior Administrator | Dec 2015 to Mar 2019 | — |
| Stanley Benefit Services | Team Leader - DC Department | Jun 2008 to Dec 2015 | Manage a team consisting of a DC Analyst and a Payroll Processor with a combined client load of 35 daily plans, of which I handle 20 plans. I am responsible for processing or reviewing annual complia... |
| Swerdlin & Company | Compliance Specialist | Aug 2002 to Jun 2008 | Started as the Admin. Asst. for the Daily Department in 2002. Quickly moved into an assistant administrator role. Worked as a Relationship Manager for 1.5 years with a case load of 12-16 clients. P... |
| ASCAP | Licensing Coordinator | Aug 1999 to Jul 2002 | Worked in the legal department of ASCAP in Atlanta as a Licensing Coordinator and was responsible for completing files and preparing them for filing by local counsel across the U.S. Also provided set... |
Education
Mississippi State University - College of Business and Industry
Bachelors, Marketing
1995 — 1999
Skills & Expertise
Others at American Trust (1)
| Name | Role | Location |
|---|---|---|
J John Mcclain | Senior Vice President and Portfoliop Manager | IA , United States |
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