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

June 20, 2019
By Terry Dunne
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­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
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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.

Opportunity Zone Funds: What Are They and What Do Fund Managers Need to Know?

May 28, 2019
By Millennium Trust
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Opportunity Zones have become a hot topic in Washington and in the media due to their attractive tax incentives. But, because of the newness of this market, there are still unanswered questions.

LendIt Fintech USA 2019 Conference: Recap and Highlights

May 15, 2019
By Millennium Trust
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We are honored to have been a sponsor of the sixth LendIt Fintech USA conference, the world’s largest conference series dedicated to marketplace lending and fintech. Check out our top highlights from this year’s event.

Millennials Are Serious, Really Serious, About Saving for Retirement

May 3, 2019
By Millennium Trust
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Millennials are often perceived as a generation that thinks and lives much differently than generations before them. Despite being classified as short-term thinkers, Millennials are actually saving earlier for retirement than previous generations.

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