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Financial Planning Month: What Can Plan Sponsors Do to Promote Financial Wellness Among Participants?

October 11, 2018
By Millennium Trust
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As the US workforce becomes more mobile, the volume of retirement accounts left behind is expected to increase. As a plan sponsor, there are steps you can take to promote financial wellness and retirement readiness among your participants. This is the second in a series of four posts.

Financial Planning Month: Explore Investing in Real Estate with a Self-Directed IRA

October 4, 2018
By Millennium Trust
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Real estate has become an increasingly popular investment in building a diversified portfolio, but many investors aren’t aware that you can hold real estate in a self-directed IRA – or the benefits of doing so. This is the first in a series of four posts.

October is Financial Planning Month: Are You on Track to Meet Your Financial Goals?

October 1, 2018
By Millennium Trust
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Financial Planning Month serves as an annual reminder to check in on your investments. Throughout the month, we will be sharing resources and information on retirement readiness and diversifying your portfolio. 

What’s Ahead: Industry Trends That May Affect Safe Harbor IRAs

September 27, 2018
By Terry Dunne
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Demand for Automatic Rollover IRAs is continuing to increase, thanks in part to several factors we cover here. We recently wrote a whitepaper detailing the history of automatic rollovers, current trends, and their future outlook. This is the last in a series of five posts from the new whitepaper.

Safe Harbor IRA Providers Have Been Responsive to Government Suggestions

September 20, 2018
By Terry Dunne
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Automatic rollover IRAs have evolved in the past decade as they have responded to government suggestions for best practices, like expanding investment options. Learn more in our latest whitepaper. This is the fourth in a series of five posts.

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