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What to know about the SECURE Act 2.0 retirement bill

January 25, 2023
By Millennium Trust
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SECURE 2.0 is a retirement bill that may impact your IRA or 401(k) or other workplace retirement plan. We break down the key changes that may affect you.

Tax Season 2023: What are Forms 1099-R and 5498?

January 10, 2023
By Millennium Trust
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Tax season 2023 is officially underway. Among the forms you are likely to receive from us are Form 1099-R and Form 5498. Learn why and what you’ll want to do with them.

Meeting the Essential Savings Needs of the Modern Workforce

December 7, 2022
By Millennium Trust
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As businesses of all sizes continue to deal with hiring and retention challenges, we look at the factors behind the transitory job market and what employers can do to address the changing needs of today’s modern workforce.

Why Safe Harbor IRAs Remain a Preferred Plan Management Solution

November 30, 2022
By Millennium Trust
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As a plan management tool, Safe Harbor (or Automatic Rollover) IRAs remain relevant as a way toprotect forgotten retirement accounts until their owners reclaim them.

2021 Retirement Plan Outlook

February 2, 2021
By Millennium Trust
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As we emerge into a world reshaped by the pandemic, plan sponsors and providers will face new and ongoing challenges.

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