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DOL Opens Door for Private Equity in Defined Contribution Retirement Plans

July 29, 2020
By Millennium Trust

In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

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

May 28, 2020
By Millennium Trust

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

Broadening diversification with alternative assets can help protect against volatility and improve portfolio resilience – and you can do it in your retirement account.

CARES Act 2020: What Is a Coronavirus-Related Distribution from Your Retirement Account?

May 5, 2020
By Millennium Trust

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) offers financial assistance to Americans affected by coronavirus lockdowns, layoffs and furloughs.

Coronavirus Relief: CARES Act Impacts IRAs and Retirement Plans

April 7, 2020
By Millennium Trust

In addition to higher unemployment benefits, student debt relief and tax relief, the CARES Act impacts retirement account owners.

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