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Why automatic rollovers are still a preferred solution for missing participants

August 31, 2023
By Millennium Trust

Missing or non-responsive former employees can drain plan resources, impairing effective plan administration and exposing you to potential fiduciary risks. Automatic rollovers remain the industry-accepted solution for reconnecting participants with their accounts.

Alternative investments: a portfolio diversification strategy

July 27, 2023
By Millennium Trust

We dive into the knowledge gap preventing investors from pursuing alternatives and offer an overview of what alternative assets are.

SECURE 2.0 Act: 529 to Roth IRA rollover

June 15, 2023
By Millennium Trust

SECURE 2.0 Act Section 126 offers new options for excess or unused funds from 529 college savings plans. We explain the new Roth IRA retirement plan rollover option.

Importance of search services in the American retirement system

May 23, 2023
By Millennium Trust

The retirement facts and research tell us people are concerned about having enough in retirement. Search services, auto rollover IRAs and engagement may help.

Self-directed IRAs and alternative investments explained

May 17, 2023
By Millennium Trust

Investing with a self-directed IRA can give you the control and flexibility you need to manage your own diversified portfolio.

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