Alan Gross

Compliance Manager, Retirement Services (Remote, USA)

Job Summary: FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various...

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Sr Plan Compliance Specialist (Remote, USA)

Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control. Location: The ideal candidate will be located in our Cordova, TN or Lexington, KY office and...

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Sr Plan Compliance Specialist (Remote, USA)

Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control.   Duties/Responsibilities: Ability to perform or quality review nondiscrimination testing and...

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Participant Experience Specialist (Remote, USA)

Job Summary: As a Participant Experience Specialist, you are the voice of our firm with the primary goal being to provide high quality, accurate, and time-sensitive service to our customers. Participant Experience Specialists will be trained to answer questions about...

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Sr Plan Document Compliance Specialist (Remote, USA)

Job Summary The Sr Plan Document Compliance Specialist ­­is responsible for playing an active role with the New Business/Transition process through review and consultation with all plan types and products. They will assists the document services team as well when...

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American Trust Custody Now Integrates with PensionPro 

American Trust Custody Now Integrates with PensionPro 

Our Paying Agent Services are designed to simplify your 1099-R production and tax remittance processes, whether your plans are with American Trust Custody or held elsewhere. Perfect for balance forward plans or those in brokerage accounts, our solution allows you to...

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