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.
Happy New Year! On January 6th we announced the launch of the Millennium Alternative Investment Network™ (MAIN™). This issue of MTConnect covers the basics of MAIN and explains how it was designed to provide a more intuitive and easier way to access and custody your Alternative Assets. We also offer year-end reminders as we head into tax season.
In September, we announced that Parthenon Capital Partners, a growth-oriented private equity firm, signed a definitive agreement (pending the customary closing conditions and regulatory approvals) to invest in Millennium Trust Company. This investment is meant to fund our continued growth while also helping to support expansion into new areas.
In this fall issue of Automatic Rollover News, we announce that Parthenon Capital agrees to invest in Millennium Trust Company, it is the perfect time to clean up your Plan, and the effects of IRS mortality table delay.
In this summer issue of Automatic Rollover News, we discuss the recent DOL hearings and discussions around the definition of ‘Fiduciary’, provide details on our implementation of Salesforce Service Cloud, and invite you join us on our LinkedIn Automatic IRA Rollover Solutions Group.
Our goal for redesigning our company website is to provide the experience and service you expect in today's digital world. This issue of MTConnect provides an overview of several of the new features of our new website.
In this issue of Automatic Rollover News, we announce our new whitepaper "Retirement in America: The Fiduciary Definition in Context", roll out our enhanced service agreement e-signature capability, and talk about how to diminish plan leakage.
To improve our clients’ online experience, Millennium Trust has several exciting initiatives planned for this year including launching a new website in July. To learn more about this and other important updates, be sure to read this issue of MTConnect.