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.