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2021 Investment Outlook: What’s to Come for Alternative Investments and Self-Directed IRA Investors

February 8, 2021
By Millennium Trust

The equity markets were nothing short of unpredictable in 2020, and even into 2021. When it comes to portfolio strategy, it’s all about a long-term strategy.

2021 Retirement Plan Outlook

February 2, 2021
By Millennium Trust

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

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

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.

Employees Want to Know More about Workplace Benefits that Support Health and Wealth

November 18, 2020
By Millennium Trust

The pandemic has heightened interest in employee benefits. A majority of American workers say they will spend more time reviewing workplace benefits during enrollment season.


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