FiduciaryxChange Helps Drive Pooled Employer Plan (PEP) Popularity

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, advisors and administrators effectively...

NewEdge Wealth Establishes Atlanta Office in Buckhead

Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble STAMFORD, Conn., Feb. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families,...

Q4 2023 AmericanTCS 401(k) Composite Benchmark

The AmericanTCS 401(k) composite benchmark delivered a 10.00% return in the fourth quarter of 2023, ending the year on a positive note with a total annual return of 17.36%. Because 401(k) participants are long-term investors it is important to take a step back and...