AmericanTCS

Focus on what matters most. With WorkSaveRetire, let us handle the complexities of plan governance, regulations, audits and 5500s, while you focus on growing your business. Learn more about how WorkSaveRetire’s comprehensive service package can simplify your responsibilities. #WorkSaveRetire #AmericanTrustRetirement https://lnkd.in/gxm_he4Q

We’re proud to be chosen by American Trust Wealth as an inspirational brand. Our co-founder Brian Luftman featured in their new video with Managing Director Kevin Avent, CFP®, AIF® who sums up why it’s a match that works. One of the things that drew American Wealth Trust to Never Say Die Bourbon is our unique approach. Not only is NSD a pioneer in ocean aging as the only whiskey in the world to make a voyage across the Atlantic, but we also use a sweet mash rather than a sour mash bill - a rarity within bourbon production that we believe creates more depth, quality and flavor. As Kevin says, ‘They do things a little bit differently to the rest of the industry and we like to think we do things a little bit differently to the rest of the industry. They get a high-quality product for that - and we think that we produce a high-quality product and service for that.’ Cheers to doing things differently. Watch the video here https://lnkd.in/ekyPxxgn Martha Dalton Fran O'Leary David Wild Hayley Johnson Lauren Kate Hughes Nikki Osborne

PensionPro announced a new partnership with Payroll Integrations. This will enable TPAs to accelerate their year-end testing without the administrative hassle. Follow the link to read more about how the PensionPro and Payroll Integrations partnership is here to help TPAs: https://lnkd.in/gmefmz3U #PensionPro #PayrollIntegrations #TPAs

Did you hear we launched a new retirement solution called WorkSaveRetire? Check out this story from 401(k) Specialist Magazine detailing our new WorkSaveRetire solution and how it eases administrative responsibilities for advisors to better run their business. #AmericanTrustRetirement #WorkSaveRetire https://lnkd.in/gXEcEE9T

Interested in hearing about market performance for the first half of the year, current market trends and an outlook for the second half of 2024? Check out the link below to watch the replay of our Quarterly Market Update! #AmericanTrustRetirement https://lnkd.in/gKnTyR49

Given the evolving landscape of retirement plan oversight, it is important for plan sponsors to remain vigilant in managing the fiduciary risks associated with the administration of retirement plans. Jeff Atwell, Senior Vice President of Fiduciary Services at AmericanTCS, authored an article outlining often overlooked risks for plan sponsors. Read more: https://lnkd.in/gp4BHkPq

Discover how WorkSaveRetire can give you back valuable time – time you can use to transform and scale your practice. This comprehensive solution liberates advisors from operational headaches, allowing more time for client-focused growth. Explore how WorkSaveRetire can elevate your approach to your retirement plans today. #WorkSaveRetire #AmericanTrustRetirement https://lnkd.in/gxm_he4Q

Introducing WorkSaveRetire from American Trust Retirement: Your ultimate retirement solution! In an industry where complexity can overwhelm, delivering exceptional retirement plans shouldn't be a hassle. Let us handle the administrative burden with our comprehensive service package. Click below to learn more about how American Trust Retirement’s WorkSaveRetire can give you and your plan sponsors time back to focus on elevating your businesses. #AmericanTrustRetirement #WorkSaveRetire https://lnkd.in/gxm_he4Q

We're less than a month away from this year's User Group Conference in Chicago! Watch the video below to learn more from Darren Conner, Chief Operating Officer at PensionPro, about the strong opportunities attendees have to be among industry experts and peers. Please note, registration closes July 18. Secure your spot before it's too late! #PensionPro #UserGroup https://lnkd.in/gpzCDrsS

In an age of increasing DIY and low-cost investing, even the most confident DIY investors will likely find the complicated legal and tax aspects of estate planning and settlement overwhelming. Check out the blog below authored by Michael Samford discussing how to curate the future of your estate. #AmericanTrustWealth #EstatePlanning https://lnkd.in/ghSb5NVz