American Trust Retirement is now part of Ascensus.
Ascensus has completed its acquisition of American Trust Retirement. Read the official press release for details.
U.S. equities were mixed for the week, even as the S&P 500 briefly surpassed 7,000 intraday. Precious metals sold off sharply on Friday, with gold down more than 10% and silver falling over 30%, following President Trump’s nomination of Kevin Warsh to lead the...
Market Data as of Week Ending: 1/23/2026 unless noted otherwise U.S. equities declined overall during the holiday-shortened week, though markets recovered much of the losses by week’s end. The S&P 500 experienced its largest single-day drop since October after...
Market Data as of Week Ending: 1/16/2026 unless noted otherwise U.S. equities were mixed last week as earnings season kicked off with several big banks reporting fourth-quarter results. Expected earnings growth for Q4 2025 was lowered to 8.2% and if realized, the...
Market Data as of Week Ending: 1/9/2026 unless noted otherwise U.S. equities rose last week, overcoming heightened geopolitical tensions as most major indices closed at record highs. With an estimated 8.3% growth rate for Q4 2025, the S&P 500 is on track to...
Sending You Warm Holiday Wishes With the holiday season approaching, we want to take a moment to share our heartfelt appreciation for the opportunity to support your organization and its meaningful mission. Your commitment to helping others prepare for and navigate...
When deciding to implement a retirement plan for your business, you will be presented with two options: a 401(k) or a SIMPLE IRA. While a 401(k) is more recognizable, both options offer retirement savings for eligible employees, and can include contributions from both...
Statistically around 80% of small business 401(k) plans opt for a safe harbor plan design. This choice helps them automatically meet the ADP/ACP tests and avoid nondiscrimination tests conducted by the IRS. Consequently, business owners and highly compensated...
Advisors are afraid of retirement plans, and Jonathan Duggan, Senior Vice President and National Sales Manager at American Trust, an AmericanTCS business, is here to explain why they shouldn't be in this recent article. In fact, Jonathan believes that financial...
FiduciaryxChange, an AmericanTCS solution that provides comprehensive fiduciary services to help 401(k) plan sponsors, advisors and administrators effectively meet their obligations, announced it registered its 54th Pooled Employer Plan (PEP) as a growing number of...
For the last 30 years or so, the retirement industry at large has done a good job at hiding or complicating fees so that only the savviest of investors have a chance at finding them. In recent years, government regulations have been approved in an attempt to bring...