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...
Emily Gallagher
American Trust Wealth Client Appreciation 2025
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...
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






