News | SFA - Millennium Trust Company



February 19, 2021
Emergency savings: Planning for the unplannable

Head of Retirement Services, Pete Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses, and how to do so through the workplace.

October 2, 2020
An Eye-Opening Millennial Q&A

Kevin Boyles discusses how Millennial expectations have driven the way companies have responded to the pandemic with PLANADVISER.

May 5, 2020
Protecting Retirement Savings with Emergency Funds

Prior to the coronavirus crisis, relatively few Americans had enough liquid assets set aside to cover three months of expenses. Kevin Clark shares how emergency savings protect retirement savings, and how employers can structure emergency savings programs.

March 8, 2020
6 Keys to 401k Firm Success

As Managing Director of Retirement Services, Terry Dunne, gets ready to start a new chapter in his own retirement, he reflects on his 40 years in the industry, and shares what he finds to be the drivers of success – especially during periods of tremendous change.

February 4, 2020
Cybersecurity Should Be a Top Plan Priority

As cybercriminals find more ways to execute cyberattacks on plans and participant data, plan sponsors and providers need to assess and strengthen their plan defenses now more than ever.

December 23, 2019
Innovative Retirement Solutions Are Required for Gig Workers

Most efforts to improve retirement security focus on improving access to workplace plans, but these improvements don’t move the needle for independent workers. Terry Dunne discusses potential solutions in in 401k Specialist. 

October 24, 2019
A 401k Year End ‘To Do’ List

As plan sponsors prepare for 2020, ensuring plan documents are up-to-date and key tasks are completed can help potentially reduce fiduciary liability heading into the new year.

October 8, 2019
Plugging the Leak: Uncashed Distribution Checks

Terry Dunne discusses the continued slow drip of defined contribution plan leakage and how the expansion of automatic rollover IRAs can help alleviate the issue in PlanAdviser.

September 20, 2019
One 401k Size DOES NOT Fit All

Every day you tailor purchases to your immediate needs, which depend on the combination of utility and price of goods within your budget. The same concept is true for employers and what type of retirement plan they need. Terry Dunne explains the diverse needs of prospective retirement plan clients in 401kSpecialist.