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IRS Offers Supplemental Guidance to Clarify Provisions in SECURE Act

October 7, 2020
By Millennium Trust
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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.

SEC Adopts New Accredited Investor Definition, and You May Qualify

September 15, 2020
By Millennium Trust
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Late last month, the Securities and Exchange Commission (SEC) adopted amendments to the accredited investor definition that make it possible for financially savvy investors, who may not meet established financial metrics, to add private market investments to their portfolios.

Will Your Retirement Plan Adopt CARES Act Provisions?

June 17, 2020
By Millennium Trust
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CARES Act retirement plan provisions may be critical to the short-term financial health of some families. However, as plan sponsors know, an increase in plan distributions and loans could exacerbate the retirement crisis.

CARES Act 2020: Coronavirus-Related Relief Enhances Access to Retirement Plan Assets

May 28, 2020
By Millennium Trust
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The CARES Act doubled the amount that plan participants can borrow from qualified retirement plan accounts – from $50,000 to $100,000. But, do you know the pros and cons?

Build a More Resilient Portfolio with Alternative Investments

May 12, 2020
By Millennium Trust
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Broadening diversification with alternative assets can help protect against volatility and improve portfolio resilience – and you can do it in your retirement account.

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