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DOL Establishes Final E-Delivery Rule for Plan Administrators

September 10, 2020
By Millennium Trust

The Department of Labor’s final regulations for electronic delivery of ERISA-required disclosures provides two safe harbors. Plan administrators that adopt e-delivery could save considerable time and money.

401(k) Plan Responsibilities: What’s Your Fiduciary Focus?

June 27, 2019
By Terry Dunne

The regulatory ground has shifted beneath plan fiduciaries’ feet. Learn more about the most important aspects plan sponsors and administrators should focus on.

What’s Ahead: Industry Trends That May Affect Safe Harbor IRAs

September 27, 2018
By Terry Dunne

Demand for Automatic Rollover IRAs is continuing to increase, thanks in part to several factors we cover here. We recently wrote a whitepaper detailing the history of automatic rollovers, current trends, and their future outlook. This is the last in a series of five posts from the new whitepaper.

Safe Harbor IRA Providers Have Been Responsive to Government Suggestions

September 20, 2018
By Terry Dunne

Automatic rollover IRAs have evolved in the past decade as they have responded to government suggestions for best practices, like expanding investment options. Learn more in our latest whitepaper. This is the fourth in a series of five posts.

Retirement Risk Remains a National Issue

September 14, 2018
By Terry Dunne

Millions of abandoned retirement accounts have created significant issues for plan sponsors. Read how best practices help plan sponsors and participants in our whitepaper. This is the third in a series of five posts.


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