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Importance of search services in the American retirement system

May 23, 2023
By Millennium Trust
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The retirement facts and research tell us people are concerned about having enough in retirement. Search services, auto rollover IRAs and engagement may help.

How to solve your uncashed checks concerns

May 1, 2023
By Millennium Trust
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We look at the uncashed checks issue and why automatic rollover IRAs could be the best solution.

Expanding your automatic rollover IRA program

April 6, 2023
By Millennium Trust
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A comprehensive automatic rollover IRA solution is more important than ever. Learn how you can reduce retirement savings leakage and take advantage of opportunities created by SECURE 2.0.

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.

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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