Get ready to expand your automatic IRA rollover program

Publisher: Millennium Trust Company / PayFlex

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Get ready to expand your automatic IRA rollover program

Big changes are coming with SECURE 2.0. Millennium Trust can help you move forward with confidence. The threshold for employers to cash-out former employees’ retirement accounts will increase from $5,000 to $7,000. Taking the necessary steps today can set you up for success in 2024 and beyond.