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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.

A ruling clarifying the rollover of after-tax contributions gives serious savers the opportunity to increase tax-free assets

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3 minute read

How After-Tax Contributions Become Tax-Free Retirement Income

For many years, after-tax contributions to retirement plans were like the seventh batter on a professional baseball team.…

May 6, 2016

Uncashed 401(k) distribution checks are a problem.

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4 minute read

Uncashed 401(k) Checks: An Issue that’s Gaining Attention

Until recently, uncashed distribution checks were thought to be a relatively minor issue for retirement plans. As James…

March 31, 2016

401(k) rollover techniques for net unrealized appreciation.

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4 minute read

401(k) Rollovers: What to do With Company Stock?

As plan participants have become more knowledgeable about the importance of asset allocation and diversification, the percent of…

March 24, 2016

IRA rollovers are critical to participant success when a 401(k) plan terminates.

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3 minute read

Why IRA Rollovers Matter When a 401(k) Plan Terminates

There are circumstances—mergers, acquisitions, and bankruptcies, among others—that cause companies to reevaluate and, in some cases, terminate their…

March 1, 2016