Millennium Trust Blog | Millennium Trust Company
Millennium Trust Blog
Filter by category:
Currently Filtered By:   Retirement

IRS Offers Supplemental Guidance to Clarify Provisions in SECURE Act

October 7, 2020
By Millennium Trust
Share: 

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.

DOL Establishes Final E-Delivery Rule for Plan Administrators

September 10, 2020
By Millennium Trust
Share: 

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.

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

August 25, 2020
By Millennium Trust
Share: 

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 with Self-Directed IRAs Made Easier with Real Estate Debit Card

August 12, 2020
By Millennium Trust
Share: 

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
Share: 

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.

Pages

Please select at least 1 category *