SVP, Marketing Director
The 26th Annual Health Benefits Conference & Expo (HBCE) is an excellent source for health and wellness education. Utilizing employer case studies with tried-and true solutions, and comprehensive sessions led by experts in their fields, HBCE addresses the unique issues and trends impacting private and public sector organizations in areas like population health management, wellness innovation, compliance, cost containment and health care delivery.
The first rule of retirement income hasn’t changed: Taking money from a qualified account before retirement - through cashouts, loan defaults, or hardship withdrawals - is almost always a costly mistake as noted in this article in 401K Specialist Magazine.
Millennium Trust Company has expanded the offering of its Fund Custody Solution to include custody for registered investment companies (’40 Act Funds) as well as verification services. The firm has also continued its established growth trajectory bringing the total assets under custody to $19.6 Billion in 481,912 custodial accounts.
Millennium Trust Company’s outstanding technology was one of the winners at the 2016 WealthManagement.com Industry Awards. Competing in a category recognizing custodians (Emerging - less than $25 billion) for their technology advancements, the firm’s Millennium Alternative Investment Network™ (MAIN)™ outshone its peers.
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