Available now: 2025 Roadmap Webinar Our recent webinar is now available on demand. Watch the recording to discover the upcoming enhancements coming to PensionPro.
PenionPro Roadmap Webinar
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Emily Gallagher
Q1 2025 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark delivered a –1.37% return in the first quarter of 2025, about -1% off of the –0.38% return of the 60/40 Balanced Index. Over the same period, the S&P 500 Index (large cap U.S. stocks) returned -4.27%, as elevated...
American Trust Wealth Client Appreciation
Our Lexington office held an annual celebration at the beautiful Fasig Tipton horse farm. It was a great night filled with fine drinks, good food and great company as we enjoyed live music performed by Ben Lacy and remarks from our special guest speaker, Kenny Rice....
Q2 2025 New Features Webinar
Our recent webinar is now available on demand. Watch the recording to discover the latest PensionPro software enhancements designed to streamline your workflow and elevate your user experience. Access the webinar slides here, and watch the full webinar using the...
PensionPro Workshops
In lieu of the User Group Conference this year, team PensionPro will be hosting three workshops for clients in Harrisburg, PA. We're excited to announce registration is officially OPEN! For more information on how to get registered today, follow the link below!
PensionPro Partner Webinar: Finch
IN CASE YOU MISSED IT! A replay of our recent partner webinar with Finch is now available to watch on demand. In this webinar, Finch showcases how to streamline census collection and optimize processes with their 3(16) services. Interested in unlocking 3(16) services...
National Partner Conference 2025
AmericanTCS joined forces with NewEdge Capital Group to host our National Partner Conference in Scottsdale, AZ. Thank you to all our attendees, speakers, sponsors and team members who helped make the conference a success! [dipl_image_card_carousel cards_per_slide="1"...
Q4 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark delivered a –0.52% return in the third quarter of 2024, slightly better than the –1.26% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 2.41% as it experienced...
American Trust Quarterly Market Update Webinar
IN CASE YOU MISSED IT! In case you missed the Year-End Census Review webinar, you can access the replay using the button below. If you're interested in viewing our Q&A sheet, you can access it here. In this webinar, we walk you through the updated...
PensionPro New Features Webinar
IN CASE YOU MISSED IT! A replay of our recent New Features webinar is now available to watch on demand. In this webinar, we took a closer look at the latest enhancements to PensionPro designed to elevate your experience as a user. Access the replay using...