The two retirement industry leaders are partnering to provide a customizable retirement plan option for employers of all sizes
American Trust Partners with TAG Resources to Launch Pooled Employer Plan
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Mid Atlantic to Serve as Trustee for Paychex’s PEP
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...
EdgeCo Holdings Announces Agreement with Unified Trust to Become Part of American Trust Subsidiary
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.