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Wealth Transfer Planning: Are Your Beneficiaries Up-to-Date?

July 11, 2019
By Millennium Trust

When you first set up your retirement account, you designated one or more beneficiaries – but life changes could mean that your beneficiary is no longer who you want it to be. Make sure your beneficiaries are up-to-date to ensure a smooth, hassle-free wealth transfer.

401(k) Plan Responsibilities: What’s Your Fiduciary Focus?

June 27, 2019
By Terry Dunne

The regulatory ground has shifted beneath plan fiduciaries’ feet. Learn more about the most important aspects plan sponsors and administrators should focus on.

How the SECURE Act Could Improve Retirement Security for Americans

June 24, 2019
By Terry Dunne

If passed by the Senate, the SECURE Act features modifications to existing retirement rules that promise to increase access to workplace retirement savings and individual retirement savings.

Top Questions 401(k) Plan Sponsors Should Ask Their Advisors

June 20, 2019
By Terry Dunne

­With the increased scrutiny of missing participants, along with an evolving retirement industry, here are a few things plan sponsors should be aware of.

Many Americans Lack Emergency Savings, but Employers Can Help

June 4, 2019
By Terry Dunne

Many Americans are unprepared to cover an unexpected expense. With employer-facilitated savings programs, however, employees can worry less about the short-term and focus on saving for the future.


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