Firm’s Solutions Propel Rapid Growth, Registers More Than 50 PEPs Since 2023 PITTSBURGH, MARCH 26, 2024 — FiduciaryxChange, an AmericanTCS solution that provides comprehensive fiduciary services to help 401(k) plan sponsors,...
The agreement continues the national expansion of AmericanTCS’s outsourcing services with the addition of Touchstone Retirement Group’s deep knowledge in fiduciary and administrative services, plan design and recordkeeping solutions.
The new open architecture retirement product will expand Mutual of Omaha’s Retirement Right product suite.
The acquisition expands American Trust’s reach in the Midwest and Western U.S. and enhances core institutional outsourcing capabilities
The acquisition will enhance key operational and institutional outsourcing capabilities for American Trust
The two retirement industry leaders are partnering to provide a customizable retirement plan option for employers of all sizes
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.