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.