Emily Gallagher

PensionPro Year-End Annual Administration Webinar

PensionPro Year-End Annual Administration Webinar

IN CASE YOU MISSED IT! A replay of our recent Year-End Annual Administration webinar is now available to watch on demand. In this webinar, we provided our suggestions for features and settings to review and revise before the start of year-end data collection. Access...

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Partner Webinar: Finch

Partner Webinar: Finch

IN CASE YOU MISSED IT! A replay of our Partner Webinar with Finch is now available to watch on-demand. In this webinar, we demonstrated how the integration between PensionPro and Finch will automate the collection of employer data and aims to simplify the onboarding...

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Partner Webinar: Dynamis

Partner Webinar: Dynamis

IN CASE YOU MISSED IT! A replay of our recent webinar with Dynamis is now available to watch on-demand. In this webinar, we introduced our new partnership and explained how it will enhance the efficiency of TPA operations and the accuracy of their reporting while...

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Q3 2024 AmericanTCS 401(k) Composite Benchmark

Q3 2024 AmericanTCS 401(k) Composite Benchmark

The AmericanTCS 401(k) composite benchmark delivered a 5.90% return in the third quarter of 2024, right in line with the 5.99% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 5.89%, as it experienced some...

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American Trust Quarterly Business Update

American Trust Quarterly Business Update

In case you missed the live discussion, our Quarterly Market Update webinar is available for replay. This webinar provided a Q3 summary, current market trends and an outlook for Q4. Check out the replay through the link below!

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PensionPro and Payroll Integrations Partner Webinar

PensionPro and Payroll Integrations Partner Webinar

In Case You Missed It! A replay of our PensionPro Partner Webinar with Payroll Integrations is now available to watch on-demand. In this webinar, we explored how the solution works, the sponsor user experience, pricing and how to get started. Access the replay using...

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PensionPro Roadmap Webinar

PensionPro Roadmap Webinar

Missed the Roadmap Webinar? A replay of our PensionPro Roadmap webinar is now available to watch on-demand! In this webinar, we shared the new features on our roadmap for the next six months. Access the replay using the button below. 

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PensionPro and ftwilliam.com Integration

PensionPro and ftwilliam.com Integration

In case you missed it, a replay of our PensionPro and ftwilliam.com Integration webinar is now available to watch on-demand! In this co-hosted webinar, we discussed the integration between the PensionPro and ftwilliam.com systems as well as troubleshooting techniques...

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2024 National Partner Conference

2024 National Partner Conference

The 2024 National Parner Conference (NPC), co-hosted by AmericanTCS and NewEdge Capital Group, brought together over 300 industry professionals to the Sawgrass Marriot Resort & Spa in early May. The conference consisted of two full days of learning from industry...

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American Trust Wealth Client Appreciation

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 Shades of Grass and remarks from our special guest speaker, the...

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