Job Summary American Trust Custody is looking for an experienced Application Support Analyst to join the Trust & Custody Tech Ops team. The Application Support Analyst is part of the Tech Ops, Application Development team, and will be responsible for technical...
Job Summary: The Transition Specialist is responsible for consulting with clients and overseeing the conversion of retirement plans to the organization’s recordkeeping system and facilitate the accurate transfer of the plan’s assets. This position responds to...
Join us Thursday, December 19 at 2 p.m. ET for a 60-minute webinar where we’ll take a closer look at the latest enhancements and exciting new features designed to elevate your experience as a PensionPro user. We hope to see you there!
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...
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...
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...
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...
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!
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...
We are excited to announce that the National Partner Conference will be at the JW Marriott Scottsdale Camelback Inn Resort & Spa early April 2025! Mark your calendars! More details to come!