Browsing Tag
Millennium Trust Company
44 posts
Millennials: Using 401(k) Plan Design, Education to Support Different Dreams
This isn’t your parents’ retirement dream. Millennials—the often-maligned demographic cohort encompassing 18 to 35-year-olds—don’t all share the retirement…
Technology Priorities: What Will 401(k) Plan Sponsors Value?
Digital retirement trends like mobile apps and responsive design are reshaping how participants engage with retirement plans.
How the DOL’s Delay Will Help the 401(k) Fiduciary Rule
Fiduciary Rule Delay raises concerns over retirement advice costs, IRA rollovers, and small business access to services.
What’s the Next Step in 401(k) Plan Design?
401(k) retirement plan features—from automatic enrollment to automatic escalation to automatic investment—have made it easier for employees to…
Unintended Results? Conflicts of Interest and the 401(k) Fiduciary Rule
We’re living in an age when an unprecedented number of 401(k) plan participants must make decisions about assets…
First Rule of Retirement Income: What It Is, Why It’s Important
The first rule of retirement income hasn’t changed: Taking money from a qualified account before retirement—through cashouts, loan…
How the Candidates View the 401(k) Fiduciary Rule
DOL fiduciary rule faces political battles as Republicans oppose costs while Democrats push for stronger investor protections.
A New Set of 401(k) Best Practices for IRA Rollovers
DOL Fiduciary Rule impacts IRA rollovers, advisor compensation, and fiduciary responsibility under new Department of Labor standards.
Surprise (Not)! 401(k) Fiduciary Rule Uncertainty Continues
What a crazy ride. President Obama signed the Dodd-Frank Act into law six years ago, giving the Securities…
So, You Inherited A 401(k)… Now What?
Plan sponsors often educate plan participants about the importance of beneficiary designations. It is equally important to help…