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...
Alan Gross
Customer Service Representative, Retirement Services (PA, Pittsburgh)
Job Summary American Trust Custody offers best-in-class custody and trust solutions to financial advisors, institutions, asset managers, and benefits administrators across the United States. As a member of the company's Individual Retirement Account (IRA) Services...
Customer Service Representative, Retirement Services (PA, Pittsburgh)
Job Summary American Trust Custody offers best-in-class custody and trust solutions to financial advisors, institutions, asset managers, and benefits administrators across the United States. As a member of the company's Individual Retirement Account (IRA) Services...
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...
Plan Compliance Specialist (Remote, USA)
Job Summary: This position is responsible for performing compliance nondiscrimination testing and Form 5500 reporting for our clients’ defined contribution plans. This is required to assure that retirement plans remain qualified, and that contributions and benefits...
EdgeCo Holdings Completes Acquisition of Axios Advisory Group, Ltd. to Join its AmericanTCS Business Unit
The acquisition continues the national expansion of AmericanTCS’s administration, recordkeeping and wealth services with the addition of Axios Advisory Group’s administrative, recordkeeping and wealth services. PITTSBURGH, PA (BUSINESS WIRE) — EdgeCo Holdings LP...
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...
Q1 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) composite benchmark delivered a 6.41% return in the first quarter of 2024, starting the year on a positive note.Because 401(k) participants are long-term investors it is important to take a step back and observe the hypothetical 401(k)...
FiduciaryxChange Helps Drive Pooled Employer Plan (PEP) Popularity
Firm’s Solutions Propel Rapid Growth, Registers More Than 50 PEPs Since 2023 PITTSBURGH, MARCH 26, 2024 — FiduciaryxChange, an AmericanTCS solution that provides comprehensive fiduciary services to help 401(k) plan sponsors,...
Q4 2023 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) composite benchmark delivered a 10.00% return in the fourth quarter of 2023, ending the year on a positive note with a total annual return of 17.36%. Because 401(k) participants are long-term investors it is important to take a step back and...