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

Why automatic rollovers are still a preferred solution for missing participants

August 31, 2023
By Millennium Trust

Missing or non-responsive former employees can drain plan resources, impairing effective plan administration and exposing you to potential fiduciary risks. Automatic rollovers remain the industry-accepted solution for reconnecting participants with their accounts.

Importance of search services in the American retirement system

May 23, 2023
By Millennium Trust

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

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

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

The IRS recently released two pieces of guidance regarding the transfer of small qualified retirement plan account balances to state unclaimed property funds.

Pages

Please select at least 1 category *