Millennium Trust Blog
Filter by category:
Currently Filtered By:   Terry Dunne

What’s on Your 401(k) Plan Year-End To-Do List?

October 24, 2019
By Terry Dunne
Share: 

As plan sponsors prepare for 2020, ensuring plan documents are up-to-date and key tasks are completed can help potentially reduce fiduciary liability heading into the new year.

When It Comes to Retirement Plans, One Size Does Not Fit All

September 24, 2019
By Terry Dunne
Share: 

Just like individual consumers make choices based on their immediate wants and needs, so do employers. Not every employer needs or can afford a 401(k) plan today, but another type of retirement savings option might fit the bill.

Automatic Rollovers Remain the Best Solution for Missing Participants

September 5, 2019
By Terry Dunne
Share: 

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.

For Small Businesses, Understanding Retirement Plan Options is Key

August 26, 2019
By Terry Dunne
Share: 

Small businesses are an essential part of the American economy, employing nearly half of working Americans. Although this is the case, many do not sponsor retirement plans.

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

July 22, 2019
By Terry Dunne
Share: 

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

Pages

Please select at least 1 category *