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2020 Plan Sponsor Goals: Optimize Your Automatic Rollover Provision

October 2, 2019
By Millennium Trust
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Changes over the last 15 years have created new pain points for retirement plans, such as the increase of uncashed checks and low balance accounts left behind.

Automatic Rollovers Remain the Best Solution for Missing Participants

September 5, 2019
By Terry Dunne
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Missing or non-responsive former employees can drain plan resources, impairing effective plan administration and exposing you to potential fiduciary risks. Automatic rollovers remain the industry-accepted solution for reconnecting participants with their accounts.

Back to School: Are You Prepared Financially?

August 27, 2019
By Millennium Trust
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Though back to school can be an exciting time, managing tuition and other expenses can be a challenge. Consider ways you can maximize your savings, including educational investment plans.

Millennials and Financial Security: The Ongoing Battle as Middle Age Approaches

July 22, 2019
By Terry Dunne
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For some, “Millennial” is synonymous with “teenager.” But, Millennials are actually older than you may think and still face unique financial challenges.

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.

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