Featured News



Media Inquiries:

Kevin Dinino

619.739.4265 (Direct)
November 21, 2018
Hey! MEPs Aren’t the Only Retirement Solution for Small Businesses

Federal and state governments are concerned about the retirement crisis in the U.S. and have been taking steps to encourage higher levels of workplace retirement plan sponsorship and participation. Small business owners who want the freedom to choose plans that suit their companies’ needs should educate themselves about the options available sooner rather than later.

November 15, 2018
Small Businesses Face Growing Retirement Crisis

Small business leaders and employees agree that America is facing a growing retirement crisis. According to results from the inaugural Millennium Trust Small Business Retirement Survey, 93 percent of small business employers and 95 percent of employees agree that Americans will not have enough money saved to maintain their lifestyle upon retirement.

October 24, 2018
Journal of Pension Benefits

A rapidly evolving regulatory environment is galvanizing change in the retirement industry. Greater regulatory scrutiny is changing the way some service providers approach automatic rollover services. Instead of providing the services in-house, they’ve begun to outsource rollovers to firms that specialize in servicing small balance accounts.