Missed the Roadmap Webinar? A replay of our PensionPro Roadmap webinar is now available to watch on-demand! In this webinar, we shared the new features on our roadmap for the next six months. Access the replay using the button below.
Events
PensionPro and ftwilliam.com Integration
In case you missed it, a replay of our PensionPro and ftwilliam.com Integration webinar is now available to watch on-demand! In this co-hosted webinar, we discussed the integration between the PensionPro and ftwilliam.com systems as well as troubleshooting techniques...
PensionPro User Group 2024
The PensionPro User Group Conference was held August 11-13 at the Royal Sonesta in Chicago, IL. This was a great opportunity to connect with peers and learn best practices with some of the nation’s most successful and brilliant TPAs. A big thank you to everyone who...
2024 National Partner Conference
The 2024 National Parner Conference (NPC), co-hosted by AmericanTCS and NewEdge Capital Group, brought together over 300 industry professionals to the Sawgrass Marriot Resort & Spa in early May. The conference consisted of two full days of learning from industry...
American Trust Wealth Client Appreciation
Our Lexington office held an annual celebration at the beautiful Fasig-Tipton horse farm. It was a great night filled with fine drinks, good food and great company as we enjoyed live music performed by Shades of Grass and remarks from our special guest speaker, the...
NAPA 401(k) Summit
Our AmericanTCS team participated in the 2024 NAPA 401(k) Summit in Nashville. Our team was so excited to connect with over 2,800 retirement plan professionals and held a raffle for a chance to win a pair of AirPod Pros. We held an exclusive songwriter showcase...
American Trust Wealth Ribbon Cutting Ceremony
Our American Trust Wealth office in Lexington, KY recently moved into a brand-new office space. To celebrate, we held a formal ribbon cutting ceremony where we enjoyed good food, live music and spending time together in our new space! We are thrilled about...