In this issue, CEO Gary Anetsberger discusses the increased growth and opportunity in private markets. We also feature Chief Compliance Officer Jennifer Abernathy's top tips to protect your identity, as well as important RMD info, a new real estate platform on MAIN®, and tax season reminders.
As 2018 comes to an end, we reflect on the successes that we've had throughout the year. See how according to results from the inaugural Millennium Trust Small Business Retirement Survey, small business leaders and employees agree that America is facing a growing retirement crisis.
Learn how private equity presents potential opportunity for investors in this issue of MTConnect. We also highlight the private equity platforms available on the Millennium Alternative Investment Network® (MAIN®) and announce our newest real estate platform. Don’t miss important tax and IRA dates.
Our new whitepaper on Sidecar IRAs covers the possible benefits to plan providers and plan participants, and how they many help promote retirement readiness while many American’s struggle to save for the future. Learn about our solution to the ongoing uncashed checks issue by reading our latest whitepaper and take a look at our video on the topic.
In this issue, learn how Millennium Trust’s values-driven culture fuels growth and cultivates outstanding service. Also discover the refreshed Millennium Alternative Investment Network® (MAIN®). MAIN is a free research, education and alternative investment resource that offers an improved interface and streamlined investment processes.
Automatic rollovers may have started as a little-noticed component of legislation, but today they are a best practice among plan sponsors and providers. In this issue of the newsletter you can download our latest whitepaper and an article by Terry Dunne on being prepared for the Modernization of Form 5500.
We share our perspective on cryptocurrency and blockchain technology, and how they may impact the financial services industry in the future. Also learn about the many educational resources that Millennium Trust offers, and important dates that could impact your taxes.
Learn how to make missing participants a thing of the past by utilizing our search service in this issue of Retirement Services News. We also announce our latest acquisition and share our new video and blog resources.
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.