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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
This week, our AmericanTCS and American Trust Retirement sales teams gathered in Pittsburgh for our annual sales meeting. We kicked off the event by attending the opening game of the Pittsburgh Penguins! We enjoyed great food, team bonding and some birthday celebrations! #AmericanTCS #AmericanTrustRetirement #PenguinsHockey
Whether you are sponsoring a 401(k) plan, serving as an advisor to several plans or working as an administrator for a plan, FiduciaryxChange can help reduce the fiduciary risk and workload required to adhere to all of the fiduciary guidelines outlined within ERISA. Watch the video below to hear from Jeff Atwell, Senior VP of Fiduciary Services, as he details some of the burdens that arise. Want to learn more? Check out the link below! https://lnkd.in/gAjmaDPf #FiduciaryxChange
Our sales team had a great time in Chicago with clients this week bonding and networking. They made the most of their trip with a stunning architecture river tour, indulging in deep-dish pizza at Giordano's and catching a Cubs game. These moments together have been truly priceless! #AmericanTCS
Reduce the burden of unwinding retirement plans that have been abandoned. As a DOL-appointed Qualified Termination Administrator (QTA), American Trust Custody can manage the plan termination from beginning to end. We ease the burden of terminating a plan for you and reconnect plan participants with their savings. Learn how we're here to help. https://lnkd.in/grW9SinH #AmericanTCS #AmericanTrustCustody
Only a Qualified Termination Administrator (QTA) as appointed by the DOL can properly terminate abandoned retirement plans. As a QTA, American Trust Custody can help you save costs, reduce your administrative burden and protect your plan participants' savings. Learn more about how we can terminate your abandoned plans. https://lnkd.in/grW9SinH #AmericanTCS #AmericanTrustCustody
Join us in welcoming Michael McAleer, ARPC, AIF, Strategic Account Director, to the AmericanTCS team! Mike has spent more than 25 years in the financial services industry and has experience in asset management, qualified plans, and custody & trading. Check out the full press release below to learn more about Mike. #AmericanTCS #NewHire https://lnkd.in/gnWbx-6P
