Participant Distribution Solution & Paying Agent Services

American Trust Custody offers an extensive line of participant distribution and paying agent solutions for plans in custody with us or held elsewhere. Our services may be the perfect solution for those looking to outsource 1099 production and other related services for balance forward plans or plans held in brokerage accounts. The American Trust Custody participant distribution solution includes:

Cash

Real-time online cash reporting and email notifications of cash activity

Cash

Form 1099-R and 945 remittance, filing, and reporting

Cash

Online access to check images, 1099s, wire and ACH references, and tax reporting

Cash

Daily updates of uncashed checks

Cash

Review and release functionality

Let’s Talk

Please Enter Your Information Below: