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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.

Millennium Trust Introduces its Workplace Savings Solutions at 2019 IPPA Sales & Marketing Conference

March 27, 2019
By Millennium Trust
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VP Sales Directors, Kevin Boyles and Chris Francis, share their key takeaways and thoughts on how payroll providers can expand their relationships with small businesses.

MEPs: Just One Piece of the Retirement Puzzle

March 8, 2019
By Millennium Trust
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Federal and state governments are aiming to increase access to retirement savings plans for Americans. MEPs have been a step in the right direction, but are only one piece of a larger puzzle.

Tax Season Is Here: What Are Form 1099-R and Form 5498?

February 22, 2019
By Millennium Trust
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Tax season is in full swing, and even though it comes around every year, it can cause some confusion for many people. To make this tax season as painless as possible, you’ll want to file early and also understand the different forms you may be receiving.  

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