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Know Your Small Business Retirement Plan Options: What is a SIMPLE IRA?

March 10, 2020
By Millennium Trust
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When a 401(k) plan isn’t the right fit, small businesses have retirement savings options that are less expensive and less administratively complex.

SEC Proposes to Amend Definition of Accredited Investor: Are You Qualified to Invest in Alternative Investments?

March 5, 2020
By Millennium Trust
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The number of companies trading on stock exchanges has fallen by one-half during the past two decades. As a result, portfolio diversification has become more challenging. If the Securities and Exchange Commission amends its definition of an accredited investor, opportunities to invest in alternative assets may increase.

MTCares 2019 Year in Review: Millennium Trust Takes Community Outreach to New Level

February 10, 2020
By Millennium Trust
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Millennium Trust employees come together to increase community involvement and give back to organizations that matter most to them.

Keep Your Account Secure and Protect Your Retirement Savings

January 14, 2020
By Millennium Trust
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With data breaches becoming a seemingly regular occurrence, it’s imperative to be proactive in protecting your retirement accounts, just like you would with any other account.

Fostering a Culture of Engagement: How Employee Suggestions Changed the Way We Work

January 2, 2020
By Millennium Trust
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Earlier this year, Millennium Trust celebrated its recognition on the Best Places to Work in Illinois list. When managers received the employee survey feedback, both positive and negative, one team turned to its employees to implement new ideas.

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