CEO Gary Anetsberger highlights Millennium Trust’s vision and values, and how we have gone above and beyond to improve client service. We also announce our newest MAIN® platform, Gold Bullion International (GBI) and share our online tax center resource to help our clients navigate tax season.
Learn how Millennium Trust has developed Workplace Savings Solutions to provide small and mid-sized businesses and their employees' access to easy and affordable retirement plans. We also share how we’ve enhanced account security to help keep our clients’ information safe, and simplified the document signature process by incorporating e-signature.
CEO Gary Anetsberger discusses the potential for a retirement crisis, and how workplace IRAs could potentially help be part of a solution. Other features include helpful information on how real estate can fit in with a well-diversified portfolio, as well as helpful resources we provide to guide you through the investment process.
Learn ways we can help free up your time for more summer fun. Our Managing Director, Terry Dunne, shares his thoughts on how plan sponsors establish practices and procedures to help plans run smoothly and remain in compliance in a recent 401K Specialist article. We also introduce one of our Senior Client Service specialists.
CEO Gary Anetsberger discusses the importance of financial literacy, and we also cover the role of alternatives in asset allocation and how alternatives can be accessed through the Millennium Alternative Investment Network®.
Learn about how our new brand and tagline, Above and Beyond CustodySM, highlights our role as a trusted ally to our clients, and reflects the continued growth and evolution of our business. Also find out how real estate may provide added diversification to a long-term investment strategy.
Uncashed checks are no laughing matter; learn how our experts can help reduce fiduciary risk, administrative burden and cost. Our Managing Director, Terry Dunne, shares his thoughts on the delay of the DOL’s Fiduciary Rule, recently featured in 401k Specialist. We also announce our new name, Retirement Services, and invite you to share your Millennium Trust service experience.
CEO Gary Anetsberger discusses potential changes and opportunities for the industry. Other features include helpful information about how distribution plans are an important part of any retirement strategy, and how fiduciaries can avoid potential prohibited transaction traps. Tax season is upon us—don’t forget these important tax season dates and reminders.
It’s that time of year again – we’re here to help you clean up your plan so you can handle more pressing year-end issues. We also discuss Terry Dunne’s testimony to the ERISA Advisory Council and we share a recent article by Terry on preparing for the final DOL fiduciary ruling.
Our CEO discusses baseball and investing (Go Cubs!), we highlight our recent award for MAIN™, provide an update on a new 60-day IRA Rollover procedure and list important dates for your IRA.
Now is a great time to clean up your retirement plan! Read how a mid-year review is an excellent opportunity to clean up any terminated missing/non-responsive plan participants. Learn more about the importance of helping plan participants understand the rules that may apply to 401k plan assets that are inherited.
Read how we're improving processes with technology, including improvements to our client portals, the addition of investment platforms to our Millennium Alternative Investment Network™ (MAIN)™, and our continuous work to move closer to our overall goal of creating an end-to-end, digital custody solution for complex, documentation-heavy, non-traditional assets.
Includes a letter from our new CEO, Gary Anetsberger, that outlines his growth plans for Millennium Trust. Be sure to read several exciting announcements about the Millennium Alternative Investment Network™ (MAIN)™ including a new monthly educational series and recently listed investment platforms. And, don’t forget to review important dates to meet IRS deadlines for 2016.
In this spring issue of Automatic Rollover News, we announce our unclaimed retirement funds registry. We also discuss our annual search for missing participants procedure and introduce you to our two newest relationship managers, Carolyn Musinksi and Cari Stables.
In this winter issue of Automatic Rollover News, we announce the launch of the Online Account Agreement creating operating efficiencies, discuss Millennium metrics, and provide the latest update on the DOL’s proposed Fiduciary Rule.