Our Paying Agent Services are designed to simplify your 1099-R production and tax remittance processes, whether your plans are with American Trust Custody or held elsewhere. Perfect for balance forward plans or those in brokerage accounts, our solution allows you to...
The rebrand of Mid Atlantic Trust Company to American Trust Custody is part of the previously announced launch of AmericanTCS, which brings together all of the trust, custody, retirement, wealth, and technology operations of EdgeCo Holdings under a single umbrella.
Paychex Introduces a Pooled Employer Plan, A New Cost-Effective Retirement Plan for U.S. Businesses and Their Employees The Pooled Employer Plan (PEP), an outcome of the SECURE Act, will expand retirement plan access by offering a cost-effective retirement savings...