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Custody Rule Gains Attention from SEC, Cayman Islands Government

March 25, 2020
By Jeremy Christensen
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Stay current with custody rule trends for private investment funds in the Cayman Islands and in the United States.

Know Your Small Business Retirement Plan Options: What is a Payroll Deducted IRA?

March 18, 2020
By Millennium Trust
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A 401(k) plan is often too expensive and complex for a small business. The good news is small employers have other options that offer affordability and flexibility.

Know Your Small Business Retirement Plan Options: What is a SEP IRA?

March 12, 2020
By Millennium Trust
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Small businesses have other retirement savings options when a 401(k) is too expensive and administratively complex. Several IRA plan options exist to help you and your employees save for retirement.

Know Your Small Business Retirement Plan Options: What is a SIMPLE IRA?

March 10, 2020
By Millennium Trust
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When a 401(k) plan isn’t the right fit, small businesses have retirement savings options that are less expensive and less administratively complex.

SEC Proposes to Amend Definition of Accredited Investor: Are You Qualified to Invest in Alternative Investments?

March 5, 2020
By Millennium Trust
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The number of companies trading on stock exchanges has fallen by one-half during the past two decades. As a result, portfolio diversification has become more challenging. If the Securities and Exchange Commission amends its definition of an accredited investor, opportunities to invest in alternative assets may increase.

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