DECEMBER 2018 | ISSUE 10.4

As 2018 comes to an end, we reflect on the successes that we've had throughout the year.  We wouldn't be where we are today without our amazing relationships, as well as the amazing support of our service teams.  We look forward to a prosperous 2019 and wish you all the best. 

There's Still Time!

Although 2019 is right around the corner, you still have time to roll over your former plan participants to save money and reduce fiduciary

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liabilities.  If you haven't yet, let us help you end the year on a high note while reconnecting your participants with their retirement funds.

Terry DunneManaging Director, Retirement Services 

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Rollover Accounts

HOT TOPICS FROM TERRY

Many small businesses think offering a retirement plan is too expensive, but not offering anything can hurt them more than they think. Despite common misperceptions, small businesses do have affordable retirement saving options.

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Federal and state governments are concerned about the retirement crisis in the U.S. and have been taking steps to encourage higher levels of workplace retirement plan sponsorship and participation. Small business owners who want the freedom to choose plans that suit their companies’ needs should educate themselves about the options available sooner rather than later.

Read Article >

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SMALL BUSINESS RETIREMENT SURVEY

Small business leaders and employees agree that America is facing a growing retirement crisis. According to results from the inaugural Millennium Trust Small Business Retirement Survey, 93 percent of small business employers and 95 percent of employees agree that Americans will not have enough money saved to maintain their lifestyle upon retirement.  Take a look at our press release on the results of our Small Business Retirement Survey, along with some press coverage.

Press Release >

Why We’re Not Saving Enough

Kevin Boyles recently spoke with Bert Martinez, host of the podcast and online radio show Money for Lunch, about the results of the Millennium Trust Small Business Retirement Survey.  We surveyed small business owners and their employees about attitudes and awareness of retirement savings plans, and how our Workplace Savings Solutions can help fill that gap for small businesses.

Listen to Podcast >

5 facts explain why small employers don’t sponsor retirement plans – and why they would

The results of the Millennium Trust Small Business Retirement Survey were also mentioned in an article on the Benefits Pro website. The writer, Nick Thornton, points out several key takeaways from the survey. (Registration is required [and is free] to access the article).

Register for access to article >

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State-Sponsored Retirement Plans: Know Your Workplace Retirement Saving Options

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Contrary to Popular Belief, Small Businesses Have Affordable Retirement Saving Options

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What Do You Know About Retirement Saving Options for Small Businesses?

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BEST WISHES FOR A HAPPY HOLIDAY SEASON!

May the joys of the season lead the way to a bright and prosperous New Year!

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See What's New: Retirement Services Blog Posts

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