Terry Dunne
44 posts
Before retirement, Terry Dunne was the senior vice president and managing director of Retirement Services at Millennium Trust Company, LLC. Mr. Dunne has over 40 years of consulting experience in the financial services industry. He has written extensively on retirement planning, industry trends, technology, and legislation. Millennium Trust performs the duties of a directed custodian, and as such does not sell investments or provide investment, legal or tax advice.
6 Keys to 401k Firm Success
At the end of March, I am setting off on a new adventure—retirement. It’s a subject I know something about, having spent almost all my 40-year…
March 8, 2020
8 Key Provisions to Know in the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first major piece of retirement legislation…
January 29, 2020
Innovative Retirement Solutions Are Required for Gig Workers
Hyper-connectivity is transforming the world of work. By 2022, 29 billion digital devices will connect people, organizations, and…
December 23, 2019
Are Payroll Providers the Answer to Retirement Coverage Question?
Despite the existence of a plethora of retirement savings vehicles from IRAs to annuities, most Americans have proven…
November 29, 2019
A 401(k) Year End ‘To Do’ List
Preparing for colder weather—inspecting chimneys, draining outdoor faucets, cleaning gutters and other tasks—isn’t always enjoyable, but knowing the…
October 24, 2019
One 401k Size DOES NOT Fit All
Every day, you tailor purchases to your immediate needs. Do you need a small coffee or an extra-large?…
September 20, 2019
Many Small Businesses Don’t Understand Retirement Plan Options
Small businesses are an essential part of the American economy. They spark innovation, drive competition and employ many…
August 20, 2019
What to Know as Millennials Approach Middle Age(!)
The largest generation in America is approaching middle age. It may be difficult to imagine, but leading-edge Millennials…
July 15, 2019
4 Fiduciary Threats to 401(k)s Now
While 401(k) plan fiduciaries have diligently addressed fees, investment menus, and transparency, the regulatory ground shifted beneath their…
June 20, 2019
Emergency Savings: A Step on the Road to Retirement Security
Employers have long been at the forefront of efforts to improve Americans’ retirement security. It’s a tough challenge…
May 24, 2019