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There’s More to Retirement than a 401(k): Introducing Workplace Savings Solutions for Small Businesses

November 1, 2019
By Millennium Trust
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A 401(k) plan is the right fit for many businesses – but not all. We introduced a suite of retirement savings options that can be easier and more cost-effective for businesses of a smaller size.

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

October 24, 2019
By Terry Dunne
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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.

Retirement Savings Selector Tool Helps Small Businesses Choose the Right Retirement Plan

October 16, 2019
By Millennium Trust
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What is the right retirement plan for your small business? Our new, digital tool can help small business owners identify which retirement plan type may be the best fit from a few quick and easy questions.

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.

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