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! American Trust...
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...
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.
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...
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...
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...
Our AmericanTCS team participated in the 2024 NAPA 401(k) Summit in Nashville. Our team was so excited to connect with over 2,800 retirement plan professionals and held a raffle for a chance to win a pair of AirPod Pros. We held an exclusive songwriter showcase...
Our American Trust Wealth office in Lexington, KY recently moved into a brand-new office space. To celebrate, we held a formal ribbon cutting ceremony where we enjoyed good food, live music and spending time together in our new space! We are thrilled about...