Newsletters

THE LATEST FROM MILLENNIUM TRUST

MTConnect - January 2017

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.

Automatic Rollover News - November 2016

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.

MTConnect - October 2016

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.

Automatic Rollover News - July 2016

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.

MTConnect - July 2016

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.

MTConnect - April 2016

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.

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