The acquisition will enhance key operational and institutional outsourcing capabilities for American Trust
Mid Atlantic is pleased to announce it has finalized a deal with PensionPro, the leader in TPA workflow automation software, to become part of its trust and retirement services division
The two retirement industry leaders are partnering to provide a customizable retirement plan option for employers of all sizes
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...
The agreement accelerates American Trust’s national expansion, with the addition of Unified Trust’s robust proprietary retirement managed account platform and fiduciary solutions, as well as comprehensive financial services.