VP, Senior Communications Manager
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.
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.
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.
Millennium Trust Company® closes year on high note with expanded management team and more than $20 Billion in assets under custody in 527,000 custodial accounts.
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