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Why Updating Your Beneficiaries is Important

December 6, 2022
By Millennium Trust

When you first set up your retirement and other financial accounts, you designated one or more beneficiaries. But as the course of your life changes, these individuals and organizations may need updating. 

How Women Business Owners Can Strengthen Their Business and Their Retirement

December 5, 2022
By Millennium Trust

Women entrepreneurs are a driving force in the American economy. Throughout the pandemic, they have opened new businesses and reconfigured existing businesses. It’s time for women business owners to take business and retirement planning to the next level.

Narrowing the Wealth Gap through Better Access to Savings Programs

December 1, 2022
By Millennium Trust

A look at the affordable alternatives to workplace 401(k) plans available to employers of all sizes that could help improve overall retirement security.

Room for Improvement: How Plan Sponsors Can Strengthen Their Plans Ahead of SECURE 2.0

November 30, 2022
By Millennium Trust

With retirement readiness an ongoing concern, plan sponsors may want to revisit aspects of their plans with their advisors to see what can be improved now.

Engagement Is Key to Boosting Retirement Security

November 29, 2022
By Millennium Trust

Auto-enrollment alone isn’t enough to boost retirement security, engaging workers in managing their retirement plan savings is also needed.

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