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Account Basics

Real Estate in Retirement Accounts

Discover Possibilities Beyond the Traditional OVERVIEW Investing in real estate for the purpose of growing retirement wealth or turning retirement savings into income is becoming more popular. Millennium Trust Company provides the highest level of administrative expertise as well as exceptional service to individuals...

Fact Sheet
2 minute read

Real Estate Investment Timeline

This timelines provides a guideline on how long it takes to open, fund, and invest if you choose to hold Real Estate in your account.

Fact Sheet
2 minute read

Rollover Distribution from Terminated Plans

For terminating plan distributions, the Department of Labor (DOL) has issued separate guidelines on the steps that plan sponsors must take to search for lost participants in Field Assistance Bulletin No. 2014-01. This advice relates only to terminating defined contribution plans. Generally, the notice details what the...

Article
3 minute read
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