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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.

401(k) Plan Responsibilities: What’s Your Fiduciary Focus?

June 27, 2019
By Terry Dunne
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The regulatory ground has shifted beneath plan fiduciaries’ feet. Learn more about the most important aspects plan sponsors and administrators should focus on.

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.

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