The AmericanTCS 401(k) Benchmark returned 8.77% for the quarter, outpacing the 60/40 Balanced Index’s return of 6.70%. Over the same period the S&P 500 Index returned 10.94% as markets shook off heightened volatility and rallied on softened trade policy. The...
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EdgeCo Holdings Completes Acquisition of Axios Advisory Group, Ltd. to Join its AmericanTCS Business Unit
The acquisition continues the national expansion of AmericanTCS’s administration, recordkeeping and wealth services with the addition of Axios Advisory Group’s administrative, recordkeeping and wealth services. PITTSBURGH, PA (BUSINESS WIRE) — EdgeCo Holdings LP...
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! [dipl_image_card_carousel cards_per_slide="1"...
Q4 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark delivered a –0.52% return in the third quarter of 2024, slightly better than the –1.26% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 2.41% as it experienced...
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...
Q2 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark delivered a 1.48% return in the second quarter, outperforming the Balanced Index, which returned 1.35%. The AmericanTCS Composite Benchmark also outperformed the Balanced Index for the 6-month, 1-year, 3-year and 5-year...
Q1 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) composite benchmark delivered a 6.41% return in the first quarter of 2024, starting the year on a positive note.Because 401(k) participants are long-term investors it is important to take a step back and observe the hypothetical 401(k)...
FiduciaryxChange Helps Drive Pooled Employer Plan (PEP) Popularity
Firm’s Solutions Propel Rapid Growth, Registers More Than 50 PEPs Since 2023 PITTSBURGH, MARCH 26, 2024 — FiduciaryxChange, an AmericanTCS solution that provides comprehensive fiduciary services to help 401(k) plan sponsors,...
Q4 2023 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) composite benchmark delivered a 10.00% return in the fourth quarter of 2023, ending the year on a positive note with a total annual return of 17.36%. Because 401(k) participants are long-term investors it is important to take a step back and...
Q3 2023 AmericanTCS 401(k) Composite Benchmark
In the third quarter of 2023, the AmericanTCS 401(k) benchmark returned -3.26%. The Benchmark closely aligns with a traditional 60/40 investment strategy. Although the 60/40 mix has historically performed well for investors, that strategy struggles when both equities...