VP, Senior Communications Manager
Millennium Trust Company® launches new brand identity and tagline-Above and Beyond CustodySM-that highlights our role as a trusted ally to our clients and the continued evolution of our business. Results from first quarter 2017 show continued growth, with more than $22.9 Billion assets under custody in 536,000 custodial accounts.
The Mid-Sized Retirement & Healthcare Conference provides a professional development experience for human resources, benefits and finance executives. Attendees can choose from over 45 workshops covering fiduciary responsibility under ERISA, the Affordable Care Act, legal and regulatory issues, employee engagement and more.
The retirement industry, typically a late adopter, is beginning to embrace new technologies as a way to improve the customer experience, reduce expenses and improve plan outcomes.
Millennium Trust Company®, a major provider of specialized custody solutions for advisors, financial institutions, business and individual investors, names John Perugini as General Counsel and John Samaan as Head of Human Resources.
This article discusses potential consequences to the Department of Labor’s fiduciary rule, including increased cost of advice, limited access to advice, limited access to retirement services for small businesses and decreased availability for IRA rollovers to plan participants. The delay allows policymakers time to further examine these potential consequences.
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