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MARCH 2019 | ISSUE 11.1

See Your Potential Savings with Our Automatic RolloverSavings Calculator Leaving a retirement account behindwith a former employer is notuncommon − especially in today’s mobilejob market− but this number can bereduced and benefit both the plansponsor and former employees.

Find out how much you could potentiallysave your plan by rolling over missingparticipants with our new AutomaticRollover Savings Calculator. 

Calculate Your Potential Savings >

Millennium Trust in the News 

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Millennium Trust is honored to be namedthe 2019 Model Workplace by theGreater Oak Brook Chamber ofCommerce for creating a dynamic andunique workplace culture that attractsand retains talent and develops futurebusiness leaders. 

The pressure for defined contributionplans to extend their relationships withparticipants into retirement isincreasing. Direct rollover IRAs can be awin-win-win for plan sponsors,participants, and providers.

Concerns Over Lack of CybersecurityConcerns 

Cyberthreats in the retirement industryare on the rise. If plan sponsors don’t seecybersecurity as a priority, they may wantto reconsider. 

5 Retirement Proposals to Watch inWashingtonMidterm elections have reconfigured thepower structure in Washington, but withretirement plan legislation as a bipartisanpriority, retirement proposals couldpotentially make headway. 

A Tale of Two SurveysSmall businesses are at the heart of theretirement crisis, but employers andemployees are not in sync when it comes toretirement savings. The tale of our employerand employee surveys reveals insight intowhat is holding small employers back fromoffering a plan. 

Millennium Trust Recognized As Model Workplace of the Year 

Why Direct Rollover IRAs Make Sense asRetirement Income Solutions 

MEPs: Just One Piece ofthe Retirement Puzzle Read Article >

If Not Now, When? It'sTime for Cybersecurityto Be a Plan PriorityRead Article >

 Will 2019 Be the Year?Read Article >

Spring Conference Season is in Full BloomCome meet our experts in a city near you!

March CUPA-HR Spring Conference Hosted bythe Eastern and Southern Regions −Washington D.C. 

April NAPA 401(K) Summit − Las Vegas, NVNational Center for Employee OwnershipConference − Pittsburgh, PACUPA-HR Spring Conference Hosted bythe Midwest and WesternRegions − Seattle, WANIPA Annual Forum & Expo − San Diego,CAPlan Sponsor Council of AmericaNational Conference − Tampa, FL

 MayBoston Mid-Sized Retirement &Healthcare Plan ManagementConference − Boston, MAAmerican Payroll Association AnnualCongress − Long Beach, CAPensions on Peachtree − Atlanta, GASouthwest Benefits Association 44thAnnual Conference − Galveston, TX

Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence tothird parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provideinvestment, legal, or tax advice.

Millennium Trust Company® and Above and Beyond Custody® are registered trademarks of Millennium Trust Company,LLC in the United States. 

Copyright © 2019 Millennium Trust Company, LLC Our address is 2001 Spring Road, Suite 700, Oak Brook, IL 60523

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