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Uncashed Checks
Regardless of whether the address was bad, the check was lost, or the recipient just never bothered to cash it, plan sponsors need a solution for the uncashed checks that remain in their plan. A simple, effective solution is to roll over uncashed checks to an IRA with Millennium Trust.
Rollover Solutions
Since 2005, Millennium Trust has been providing automatic rollover solutions to corporate plan sponsors, TPAs, Advisors and record keepers to move terminated employees off their books. This video will give you a quick overview of our automatic rollover solution and how this flexible solution can accommodate...
The Case for Actively Managing Retirement Plans
While 401 (k) participation rates have risen in recent years, thanks in part to auto enrollment programs, it’s still not enough. Learn why it pays to cultivate engaged and informed retirement savers.
Retirement in America 2020: Crisis and Opportunity in an Evolving Economy
In an evolving American economy, issues with Social Security, pensions, early withdrawals, a lack of access to retirement plans and insufficient savings all paint a bleak picture of Retirement in America. But there are still reasons to be hopeful.
From Legislative Footnote to Fiduciary Best Practice
Since their introduction as part of EGTRRA in 2001, automatic rollovers have transformed from a legislative afterthought to fiduciary best practice for plan sponsors and providers. Learn how this evolution occurred, and why automatic rollovers appear poised to remain an integral part of plan administration for the...
Benefit Distribution Services
About Millennium Trust Company Respected custodian in the retirement services industry Industry leading provider of customized retirement services and custody solutions Comprehensive operations and client servicing environment Advanced technology that facilitates efficient and secure transmittal of data and funds...
Search Services for Retirement Plan Balances
When plan participants leave balances behind, it can cause serious complications for administrators. Leverage Millennium Trust’s comprehensive search procedure to find missing participants and reunite them with their retirement assets.
University Uses Automatic Rollovers to De-Risk Pension Plan
Higher education institutions have seen an increase in lawsuits targeting their retirement plans in recent years. This private, non-sectarian research university reduced their risk and saved administration fees by implementing Millennium Trust’s Automatic Rollover Solution for their defined benefit plan.
Rollover Solutions Connect People to their Retirement Funds
A major publication recently published an article that explored how 401(k)s can be “drained” when employees leave their companies. In that article, automatic rollover IRAs were pointed out as one area that can potentially have a negative impact on retirement savings for non-retirees. The article stated that, due...
Automatic Rollover IRAs Are Valuable Retirement Tools
Over the past several years, debate around the Department of Labor’s proposed fiduciary rule has focused on retirement advice and fiduciary responsibility. One often-raised issue is the value of Individual Retirement Accounts (IRAs) as retirement tools. Some experts think they are essential retirement planning tools...
Retirement Services
Our suite of IRA and retirement services helps you reduce costs and liabilities, and better serve plan participants.
The Key to the Uncashed Checks Dilemma
This White Paper details why uncashed checks have become a problem for plan sponsors, how widespread the problem is, how the problem can affect plan sponsors and how automatic rollover IRAs are the best solution to the problem, all based on guidance and rulings from the DOL, with respect to the Employee Retirement...