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IRS Offers Supplemental Guidance to Clarify Provisions in SECURE Act

October 7, 2020
By Millennium Trust
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In early September, the IRS published supplemental guidance for some provisions in the SECURE Act. The information may affect how plan sponsors manage qualified retirement plans, as well as how individuals contribute to IRAs.

SEC Adopts New Accredited Investor Definition, and You May Qualify

September 15, 2020
By Millennium Trust
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Late last month, the Securities and Exchange Commission (SEC) adopted amendments to the accredited investor definition that make it possible for financially savvy investors, who may not meet established financial metrics, to add private market investments to their portfolios.

DOL Establishes Final E-Delivery Rule for Plan Administrators

September 10, 2020
By Millennium Trust
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The Department of Labor’s final regulations for electronic delivery of ERISA-required disclosures provides two safe harbors. Plan administrators that adopt e-delivery could save considerable time and money.

Most Americans Haven’t Tapped into Their Retirement Savings – Yet

August 25, 2020
By Millennium Trust
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Second quarter surveys show that many Americans spent less during the coronavirus lockdown and few withdrew savings from retirement plans. That may change if the virus continues to spread.

Investing with Self-Directed IRAs Made Easier with Real Estate Debit Card

August 12, 2020
By Millennium Trust
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Many investors are familiar with real estate, but are not familiar with holding real estate as an asset in a self-directed IRA.

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