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.
DOL’s Target for Missing 401k Participants Is ‘Zero’
At the 2019 NAPA 401(k) Summit, Assistant Secretary of Labor Preston Rutledge indicated the DOL’s long-term goal is…
April 12, 2019
Why Direct Rollover IRAs Make Sense as Retirement Income Solutions
While automatic features in 401(k)s have improved plan participation and increased savings, they’ve also added administrative complexity, cost,…
March 11, 2019
Concerns Over Lack of 401k Cybersecurity Concerns: Terry Dunne
One of the most remarkable findings of Callan’s 2019 Defined Contribution Trends report is that cybersecurity is not…
February 14, 2019
5 Retirement Proposals to Watch in Washington
Midterm elections reconfigured the power structure in Washington. The newly formed Congress, which features divided chambers and lacks…
January 22, 2019
Why Employers’ Retirement Plan Misperceptions Could Kill Their Business
In the world of retirement planning, perception and reality often travel different roads. For many years, EBRI’s Retirement…
December 12, 2018
Hey! MEPs Aren’t the Only Retirement Solution for Small Businesses
President Trump’s August 2018 Executive Order urged the U.S. government to consider taking actions that would help make…
November 13, 2018
What’s Your 401(k) Plan’s Retirement Income Philosophy?
Communicating well is remarkably difficult. Anyone who has experienced miscommunication in the workplace knows it can raise stress…
October 11, 2018
401k Plan Management: How to Better Organize Participant Data
It would be wonderful if every 401k plan sponsor maintained meticulous participant data from day one, but that’s…
September 10, 2018
Make Sure 401k M&A is Done Right
Comcast is doing it. Wal-Mart is doing it. The volume of merger and acquisition (M&A) activity in the…
August 13, 2018
How Confident are 401k Participants, Really?
If you haven’t encouraged plan sponsors to educate participants about what lies ahead, you might want to get…
July 16, 2018