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Retirement in America Part V: The Rise of the Gig Economy

December 17, 2019
By Millennium Trust

This is the final part in a series examining the state of retirement in America that discusses how the retirement crisis came to be, the problems that we face today and what solutions are being presented to improve retirement outcomes for American workers.

What’s on Your 401(k) Plan Year-End To-Do List?

October 24, 2019
By Terry Dunne

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.

Back to School: Are You Prepared Financially?

August 27, 2019
By Millennium Trust

Though back to school can be an exciting time, managing tuition and other expenses can be a challenge. Consider ways you can maximize your savings, including educational investment plans.

Millennials and Financial Security: The Ongoing Battle as Middle Age Approaches

July 22, 2019
By Terry Dunne

For some, “Millennial” is synonymous with “teenager.” But, Millennials are actually older than you may think and still face unique financial challenges.

How the SECURE Act Could Improve Retirement Security for Americans

June 24, 2019
By Terry Dunne

If passed by the Senate, the SECURE Act features modifications to existing retirement rules that promise to increase access to workplace retirement savings and individual retirement savings.

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