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Does Millennium Trust comply with the Department of Labor Safe Harbor requirements?

April 26, 2017comply Department harbor labor millennium requirements safe Trust

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Does Millennium Trust comply with the Department of Labor Safe Harbor requirements?

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Our Automatic Rollover solution fully complies with the Safe Harbor regulations of Section 657(c) of the Economic Growth and Tax Relief Reconciliation Act of 2001. We are uniquely positioned to service a large volume of small IRA accounts. We have developed a very complete and efficient process which is flexible and client friendly.