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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.

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.

DOL Opens Door for Private Equity in Defined Contribution Retirement Plans

July 29, 2020
By Millennium Trust
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In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

Investing During a Recession: Can Real Estate Help Reduce Overall Portfolio Risk?

July 14, 2020
By Millennium Trust
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If 2020 has you reassessing your risk tolerance and investment strategy, broadening portfolio asset allocation may help reduce risk and improve long-term outcomes.

Navigating the Retirement Industry and Client Relationships in a Post-Pandemic World

July 9, 2020
By Millennium Trust
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Relationship Managers from our Retirement Services team share how they foresee the industry changing, and how the COVID-19 pandemic impacts their connection with clients.

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