VP, Senior Communications Manager
The Independent Bankers Association of Texas Annual Convention is a four-day event that takes an in-depth look at key issues impacting the banking industry and community banks. General sessions, learning labs, regulator roundtables and banker-peer resource sharing sessions are offered on the education front. Networking opportunities and entertainment options, including the Chairman’s Tailgate Party, PAC Auction/Dinner and Songwriters’ Late Show, round out the Convention schedule.
Search processes for missing and unresponsive retirement plan participants have become a focus for the Department of Labor and Internal Revenue Service audits during the past year. Consequently, your plan should have a formal, documented process for managing participant data to show that you are meeting your fiduciary duty to find those participants.
This article published in WealthManagement.com addressed how financial advisors can gain a competitive advantage by discussing alternative investments with their clients.
Millennium Trust Company, LLC® reported a strong quarter of performance in the second quarter of 2018. The firm also was recognized in the Crain’s Chicago Business Fast 50 and acquired the Safe Harbor IRA portfolio from The Bancorp Bank.
Millennium Trust announces a refreshed Millennium Alternative Investment Network® that makes it easy for investors and advisors to discover, research and invest in a variety of alternative assets.
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