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DOL Opens Door for Private Equity in Defined Contribution Retirement Plans

July 29, 2020
By Millennium Trust
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In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

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

July 14, 2020
By Millennium Trust
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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
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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.

Millennium Trust Participates in Georgetown Center for Retirement Initiatives Webinar on COVID-19 and Retirement Savings

June 19, 2020
By Millennium Trust
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Learn how the retirement crisis is affected on the access and participation fronts.

Will Your Retirement Plan Adopt CARES Act Provisions?

June 17, 2020
By Millennium Trust
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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.

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