What experience does Millennium Trust have with Automatic Rollovers?
Millennium Trust has been interested in providing Automatic Rollover services since the law changes were announced in 2001. We were involved in 2002 and 2003 with the Profit Sharing Council of America with lobbying efforts in Washington to improve proposed regulations. We rolled out our Automatic Rollover solution in October of 2004 after the Department of Labor published their final regulations.
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- What experience does Millennium Trust have with Automatic Rollovers?