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How to solve your uncashed checks concerns

May 1, 2023
By Millennium Trust
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We look at the uncashed checks issue and why automatic rollover IRAs could be the best solution.

Expanding your automatic rollover IRA program

April 6, 2023
By Millennium Trust
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A comprehensive automatic rollover IRA solution is more important than ever. Learn how you can reduce retirement savings leakage and take advantage of opportunities created by SECURE 2.0.

2020 Plan Sponsor Goals: Optimize Your Automatic Rollover Provision

October 2, 2019
By Millennium Trust
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Changes over the last 15 years have created new pain points for retirement plans, such as the increase of uncashed checks and low balance accounts left behind.

How Clean Is Your Plan Data?

September 11, 2018
By Terry Dunne
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Keeping participant data up-to-date is one of the key challenges currently facing workplace retirement plans. It’s no coincidence that this issue has also become a focus for Department of Labor (DOL) and Internal Revenue Service (IRS) audits during the past year.

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