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Investing During a Recession: Can Real Estate Help Reduce Overall Portfolio Risk?

July 14, 2020
By Millennium Trust

If 2020 has you reassessing your risk tolerance and investment strategy, broadening portfolio asset allocation may help reduce risk and improve long-term outcomes.

Navigating the Retirement Industry and Client Relationships in a Post-Pandemic World

July 9, 2020
By Millennium Trust

Relationship Managers from our Retirement Services team share how they foresee the industry changing, and how the COVID-19 pandemic impacts their connection with clients.

Will Your Retirement Plan Adopt CARES Act Provisions?

June 17, 2020
By Millennium Trust

CARES Act retirement plan provisions may be critical to the short-term financial health of some families. However, as plan sponsors know, an increase in plan distributions and loans could exacerbate the retirement crisis.

Congress Increases Relief Funding with Paycheck Protection Program and Health Care Enhancement Act

June 4, 2020
By Millennium Trust

New legislation provides approximately $484 billion in additional coronavirus relief funds for small businesses, hospitals, healthcare providers and states.

CARES Act 2020: Coronavirus-Related Relief Enhances Access to Retirement Plan Assets

May 28, 2020
By Millennium Trust

The CARES Act doubled the amount that plan participants can borrow from qualified retirement plan accounts – from $50,000 to $100,000. But, do you know the pros and cons?


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