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

October 24, 2019
By Terry Dunne

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.

Retirement in America Part II: Americans Lack Savings

October 17, 2019
By Millennium Trust

This post is the second in a series examining the state of retirement in America that discusses how the retirement crisis came to be, the problems that we face today and what solutions are being presented to improve retirement outcomes for American workers.

Retirement Savings Selector Tool Helps Small Businesses Choose the Right Retirement Plan

October 16, 2019
By Millennium Trust

What is the right retirement plan for your small business? Our new, digital tool can help small business owners identify which retirement plan type may be the best fit from a few quick and easy questions.

Soles of Hope: Giving Back a Step at a Time

October 10, 2019
By Millennium Trust

Millennium Trust employee, Fred Yeboah, teams up with MTCares to start charity and give back to his home country.

2020 Plan Sponsor Goals: Optimize Your Automatic Rollover Provision

October 2, 2019
By Millennium Trust

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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