Media Inquiries:

Kevin Dinino

619.739.4265 (Direct)
July 31, 2019
Retirement Crisis Solutions: Closing the Small Employer Gap

As Americans face a growing retirement crisis, many employees across the country do not have access to a workplace retirement plan. Overcoming misperceptions of plan options can improve access and help both employers and employees in small businesses.

July 15, 2019
What to Know as Millennials Approach Middle Age(!)

It may be surprising to many, but leading-edge Millennials are approaching middle age, and they’re entering these years with less financial security than previous generations. Both employers and advisors can help them save.

June 28, 2019
For Retirement Security, Cast a Wide (and Cost-Efficient) Net

In this PlanAdviser article, Kevin Boyles discusses proposed solutions for increasing retirement access, like MEPs and state-sponsored retirement plans, and how millions of employees at small businesses, as well as gig workers, still need other innovative solutions.

June 20, 2019
4 Fiduciary Threats to 401(k)s Now

While 401k plan fiduciaries have diligently addressed fees, investment menus and transparency, the regulatory ground shifted beneath their feet. Learn more about where plan sponsors and administrators should focus their fiduciary efforts. 

June 19, 2019
Orderly Dissolution: Best Practices for Bankruptcy Plan Terminations

Retail bankruptcies and corporate debt are on the rise, and economic contraction is inevitable after an unusually long bull market. With that in mind, retirement plan administrators should be mindful of procedures related to the orderly dissolution of their retirement plan in the event of a bankruptcy proceeding.

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.