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Helping Black Americans Build Wealth through Retirement Savings

February 26, 2021
By Millennium Trust
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Retirement savings are an important component of wealth. Improving retirement plan availability for Black Americans, who often do not have access to workplace retirement plans, can help financial wellness and improve overall retirement security.

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.

New IRS Guidance for Escheatment Makes Automatic Rollover IRAs Even More Attractive

January 6, 2021
By Millennium Trust
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The IRS recently released two pieces of guidance regarding the transfer of small qualified retirement plan account balances to state unclaimed property funds.

What’s on Your 401(k) Plan Year-End To-Do List?

October 24, 2019
By Terry Dunne
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As plan sponsors prepare for 2020, ensuring plan documents are up-to-date and key tasks are completed can help potentially reduce fiduciary liability heading into the new year.

2020 Plan Sponsor Goals: Optimize Your Automatic Rollover Provision

October 2, 2019
By Millennium Trust
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Changes over the last 15 years have created new pain points for retirement plans, such as the increase of uncashed checks and low balance accounts left behind.

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