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...
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...
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...
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...
Sr Client Service Manager, Retirement Services (Remote, USA)
Job Summary The Sr Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...
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...
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...
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...

