Our Paying Agent Services are designed to simplify your 1099-R production and tax remittance processes, whether your plans are with American Trust Custody or held elsewhere. Perfect for balance forward plans or those in brokerage accounts, our solution allows you to focus on what matters while we handle the details. 

Now, with American Trust Custody’s new integration with PensionPro, we’ve made it even easier to manage your data. Eliminating the need for manual entry and reducing the risk of errors—with this integration, you can sync the information for each distribution with a one-click transfer, ensuring accurate and timely 1099-R printing and mailing. 

If you’re not already using our Paying Agent Services, we invite you to  explore our options and discover how we can help you save time and reduce errors.  

If you’re not familiar with PensionPro, we would also encourage you to explore their solutions, which are designed to streamline and accelerate the way TPAs work.