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Small Businesses Want Options
As state-sponsored retirement plans become more widespread, federal plans, like multiple employer plans (MEPs), have come front and center. But, small businesses want a private option for retirement savings, not a one-size-fits-all approach.
Small Businesses Can Play a Key Role in Retirement Crisis
Americans aren’t saving enough for retirement. Small businesses have options to offer retirement savings plans to their employees.
Easy and Affordable Workplace Savings Options for Small Businesses
Forty-seven percent of small businesses don’t offer a retirement savings benefit program. Workplace Savings is designed for businesses where 401(k) plans may not be the best fit and aims to increase employee access to tax-advantaged retirement savings at work, all while minimizing the cost and time required of the...
Retirement Plan Service Providers Could Benefit From Offering Sidecar IRAs
Sidecar IRAs - still relatively uncommon in the retirement industry today - may benefit plan providers and plan participants, and help promote retirement readiness while many Americans struggle to save for the future.
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...
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.
Your Workplace Savings Solution
It is expected that many Americans will not have enough savings to adequately fund their retirement, leading the country towards a potential crisis. Millennium Trust has developed a Workplace Savings Solution to provide small-and mid-sized businesses and their employees access to easy and affordable retirement plans.
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...