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-R production and other related services for balance forward plans or plans held in brokerage accounts. The American Trust Custody participant distribution solution includes:
Real-time online cash reporting and email notifications of cash activity
Form 1099-R and 945 remittance, filing, and reporting
Online access to check images, 1099s, wire and ACH references, and tax reporting
Daily updates of uncashed checks
Review and release functionality
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