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Helping Black Americans Build Wealth through Retirement Savings

February 26, 2021
By Millennium Trust
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Retirement savings are an important component of wealth. Improving retirement plan availability for Black Americans, who often do not have access to workplace retirement plans, can help financial wellness and improve overall retirement security.

SECURE Act 2.0: What’s Not in the Bill Is as Important as What Is

February 19, 2021
By Millennium Trust
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Early versions of the SECURE Act 2.0 legislative proposal do not address three pressing retirement security issues in the United States: protecting retirement savings, boosting plan access and improving financial literacy.

2021 Retirement Plan Outlook

February 2, 2021
By Millennium Trust
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As we emerge into a world reshaped by the pandemic, plan sponsors and providers will face new and ongoing challenges.

New IRS Guidance for Escheatment Makes Automatic Rollover IRAs Even More Attractive

January 6, 2021
By Millennium Trust
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The IRS recently released two pieces of guidance regarding the transfer of small qualified retirement plan account balances to state unclaimed property funds.

“Lower for Longer” Interest Rates in the Era of COVID

December 16, 2020
By Ted Parker
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The Federal Reserve has set the stage for low interest rates for the foreseeable future. Alternative investments are an alternative option when your traditional investments aren’t performing the way you want.

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