Media Inquiries:

Kevin Dinino

619.739.4265 (Direct)
April 12, 2019
DOL’s Target for Missing 401k Participants Is ‘Zero’

As the DOL increases its scrutiny of plan sponsors’ efforts to locate missing participants and prevent participants from going missing in the first place, Terry Dunne shares how search processes and automatic rollovers can help plan sponsors meet their fiduciary responsibilities.

April 5, 2019
Millennial Misconceptions: Younger Workers Prioritize Retirement

Millennials may make different life choices than previous generations, but they are also more engaged at an earlier age with retirement savings in the workplace. Learn how employers and advisers can help the largest generation in the workforce better prepare for retirement in this article for PLANADVISER.

March 11, 2019
Why Direct Rollover IRAs Make Sense as Retirement Income Solutions

The pressure for defined contribution plans to extend their relationships with participants into retirement is increasing. Plan providers can strengthen their relationships with plan sponsors by providing them a simple retirement income solution for their participants.

February 1, 2019
3 Reasons to Invest in Single-Family Rentals

This U.S. News & World Report article explores three reasons to invest in single-family rental properties. Results from the 2018 Millennium Trust Investor Survey were mentioned among other interest insight into the current real estate markets.

January 28, 2019
Consolidate Your Retirement Accounts Carefully

Many Americans have worked at multiple companies throughout their career, which means they could have several 401(k) plans and even a couple of IRAs. This Kiplinger article examines the pros and cons of consolidating your retirement accounts, and Terry Dunne, Managing Director of Retirement Services, discusses the potential advantages of consolidating your employer plans in one IRA.

January 22, 2019
5 Retirement Proposals to Watch in Washington

Midterm elections have reconfigured the power structure in Washington. With retirement plan legislation as a bipartisan priority, however, retirement proposals could make headway.

December 19, 2018
Do IRAs Really Cost More Than 401(k) Plans?

In this Journal of Pension Benefits article from the Autumn 2018 (Vol. 26, No. 1) issue, Terry Dunne discusses why providing retirement savers with information that is significantly more transparent would help them determine the actual costs of participating in both IRAs and 401(k) plans.

November 21, 2018
Hey! MEPs Aren’t the Only Retirement Solution for Small Businesses

Federal and state governments are concerned about the retirement crisis in the U.S. and have been taking steps to encourage higher levels of workplace retirement plan sponsorship and participation. Small business owners who want the freedom to choose plans that suit their companies’ needs should educate themselves about the options available sooner rather than later.

October 11, 2018
What’s Your 401k Plan’s Retirement Income Philosophy?

Corporate communications around retirement plans may soon become more complex, as plan sponsors decide how, and whether, to support participants as they move from work into retirement. The first step for many plan sponsors may be developing a policy or philosophy that will guide plan decisions for retired participants and retirement income solutions.

September 10, 2018
401k Plan Management: How to Better Organize Participant Data

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.