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...
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...
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)...
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,...
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...
In the third quarter of 2023, the AmericanTCS 401(k) benchmark returned -3.26%. The Benchmark closely aligns with a traditional 60/40 investment strategy. Although the 60/40 mix has historically performed well for investors, that strategy struggles when both equities...
The AmericanTCS 401(k) benchmark generated a return of 5.37% in the first quarter of 2023. Although it trailed the Nasdaq and the S&P 500, the AmericanTCS 401(k) benchmark greatly outperformed the Dow Jones Industrial average. This solid performance is a testament...
The rebrand of Mid Atlantic Trust Company to American Trust Custody is part of the previously announced launch of AmericanTCS, which brings together all of the trust, custody, retirement, wealth, and technology operations of EdgeCo Holdings under a single umbrella.
The purchase of VMS Hub, an innovative workflow mutual fund processing software, further bolsters EdgeCo Holdings’ suite of technology-enabled solutions.
The new open architecture retirement product will expand Mutual of Omaha’s Retirement Right product suite.