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Wealth Transfer Planning: Are Your Beneficiaries Up-to-Date?

July 11, 2019
By Millennium Trust
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When you first set up your retirement account, you designated one or more beneficiaries – but life changes could mean that your beneficiary is no longer who you want it to be. Make sure your beneficiaries are up-to-date to ensure a smooth, hassle-free wealth transfer.

How the SECURE Act Could Improve Retirement Security for Americans

June 24, 2019
By Terry Dunne
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If passed by the Senate, the SECURE Act features modifications to existing retirement rules that promise to increase access to workplace retirement savings and individual retirement savings.

Top Questions 401(k) Plan Sponsors Should Ask Their Advisors

June 20, 2019
By Terry Dunne
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­With the increased scrutiny of missing participants, along with an evolving retirement industry, here are a few things plan sponsors should be aware of.

Opportunity Zone Funds: What Are They and What Do Fund Managers Need to Know?

May 28, 2019
By Millennium Trust
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Opportunity Zones have become a hot topic in Washington and in the media due to their attractive tax incentives. But, because of the newness of this market, there are still unanswered questions.

Millennials Are Serious, Really Serious, About Saving for Retirement

May 3, 2019
By Millennium Trust
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Millennials are often perceived as a generation that thinks and lives much differently than generations before them. Despite being classified as short-term thinkers, Millennials are actually saving earlier for retirement than previous generations.

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