Our firm was founded by hard-working, forward-thinking entrepreneurs truly embodying the American spirit.  Through their dedication to innovation, integrity and desire to help people achieve a successful financial outcomes, American Trust has been a leader in the industry for decades.

Retirement Plan Compliance Specialist

Balance Forward Recordkeeping Specialist

American Trust

Business Development Director American Trust

Business Development Director

Vice President - Business Development Specialist

Vice President, Private Banking Officer - Investment Advisory Division

Vice President, Retail Banking Officer

Customer Service Manager

Account Manager

Compliance Testing & Reporting Specialist

Internal Auditor

Administrative Assistant

Customer Service Representative

Transactional Banker

ESOP Administrator

Senior ESOP Plan Analyst

ESOP Consultant

ESOP Coordinator

401(k) Administrator

401(k) Contribution Associate

Shift Supervisor

Summer Internship

Internship

Retail

Senior Database Administrator

Sr. Actuarial Data and Compliance Manager at American Trust

Senior Actuarial Analyst/Compliance Director

Actuarial Analyst

Team Leader - Survey

Chief Operating Officer

Chief Client Officer

Executive Vice President & Chief Operating Officer

Senior Vice President

Vice President

Director of Marketing and Product Management

Product Manager

Product Development Associate Manager

Online Marketing Specialist

Senior Integration Specialist

Integration Specialist

Internal Consultant

Conversion Administrator

Associate Benefit Consultant

Assistant manager

Director Of Administration

Senior CSM

Senior Retirement Plan Administrator

Financial Service Associate

Regional Sales Director

Senior Managing Director

Retirement Sales Consultant

Director of New Business

Plan Services Rep.

Outlook

Microsoft Office 365

Amazon SES

Bluekai

Pardot

Microsoft-IIS

Senior Plan Administration Specialist

PensionPro was formed in 2010 as a solution for TPAs in the increasingly complex world of pension management and business management technology. Renée Conner, CEO of PensionPro, leads the multi-faceted team from her own thirty-year TPA experience. PensionPro develops TPA specific software to track and manage Clients, Plans, Contacts and Projects.  Our software focuses on providing tools for managing projects and analyzing profitability by reviewing employee time and client fees.  Our Plan Sponsor website integration further enhances a TPA firms ability to easily and securely gather information and deliver documents to their clients.  Our cloud service model also removes the burden of handling the IT infrastructure required to run the applications.Evolve the way you work.

PensionPro

Sendgrid

MailChimp SPF

Zendesk

Google Cloud Hosting

Product Specialist

DWC serves more than 2,500 clients across the country. They range in size from single-participant defined benefit plans to complex 401(k) plans including several thousand employees. They come from all industries from residential construction and professional practices to rocket scientists, literally.When you work with DWC you don't have to choose between fast turnaround times and quality. We provide detailed advice and reporting based on expert analysis and a thorough quality review process. Our documented service commitment is that we will prepare our detailed Annual ERISA Compliance Review (including testing and contribution calculations) for your plan no later than 45 days from the day we receive your information. In practice, we usually deliver within two weeks.How? It's simple: we prioritize accessibility and responsiveness. Your calls and emails never go unanswered. In fact, you're likely to get a response within two hours, often in a matter of minutes. And when we communicate with you, especially about complex topics, we won't bog you down in industry jargon or legalese. Our team members possess a deep understanding of the financial principles and regulations surrounding retirement plans to make the process easier on your end.It's all part of our commitment to client service. DWC invests in systems that track our deliverables and project status in real-time because it's best for you. We build strategic partnerships with other industry professionals to benefit you. That's the DWC difference.

DWC - The 401(k) Experts

Amazon AWS

Hubspot

Google Analytics

Facebook Widget

Retirement Plan Consultant/Logistics Leader

MCCLOUD & ASSOCIATES, INC. changed our name & moved November 1, 2022.  We are now SHOWME PENSION GROUP, INC. and we are located in Independence, Missouri, United States.  We specialize in Qualified Plan Consulting and Administration.

Emily Barbee

Senior Plan Administration Specialist at American Trust

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