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IRS Offers Supplemental Guidance to Clarify Provisions in SECURE Act

October 7, 2020
By Millennium Trust
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In early September, the IRS published supplemental guidance for some provisions in the SECURE Act. The information may affect how plan sponsors manage qualified retirement plans, as well as how individuals contribute to IRAs.

Most Americans Haven’t Tapped into Their Retirement Savings – Yet

August 25, 2020
By Millennium Trust
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Second quarter surveys show that many Americans spent less during the coronavirus lockdown and few withdrew savings from retirement plans. That may change if the virus continues to spread.

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.

Will Your Retirement Plan Adopt CARES Act Provisions?

June 17, 2020
By Millennium Trust
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CARES Act retirement plan provisions may be critical to the short-term financial health of some families. However, as plan sponsors know, an increase in plan distributions and loans could exacerbate the retirement crisis.

Will Gig Economy Workers Survive the Effects of the Coronavirus Pandemic?

June 10, 2020
By Millennium Trust
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Gig workers, who likely lacked access to traditional benefits before the recent economic uncertainty, are particularly affected by the coronavirus pandemic.

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