Products August 3, 2012

Millennium Trust IRA Added to MassMutual Rollover Solutions

Millennium Trust Company’s Savings Plus IRA has been added to MassMutual’s rollover solutions for retirement plan participants and existing individual retirement account (IRA) holders.
Reported by

The Savings Plus IRA provides access to a bank account with a fixed rate of return that may be adjusted quarterly, FDIC insurance and daily liquidity of the IRA for accountholders desiring a predictable level of investment access and security.   

The strategic relationship is structured so that MassMutual’s team of rollover specialists provides plan participants with education regarding rollover options and facilitates the establishment of the Savings Plus IRA for interested participants, while Millennium Trust provides ongoing accountholder servicing, including custodial and administrative services.   

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More information about Millennium Trust Company is here.

 

 

Deals & People August 3, 2012

Unified Trust Co. Consultant Expands Territory

Nathan Paris, an institutional consultant for Unified Trust Company N.A., had seven states added to his territory.  
Reported by

Paris will now work with retirement plans and adviser groups in Colorado, Kansas, Kansas City, Missouri, Nebraska, New Mexico, Oklahoma and Texas. He has been an institutional consultant with Unified Trust Company since 2010. He primarily focuses on the state of Kentucky, where Unified Trust is headquartered.

In his expanded role, Paris will provide consulting services to advisers, sponsors and participants by promoting fiduciary best practices and delivering outcomes-based solutions to retirement planning. He will continue to serve plans and advisers in Kentucky.

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“I am excited about the opportunity to extend Unified Trust’s mission of helping people achieve a successful retirement outcome to other regions of the country,” Paris said.

Before joining Unified Trust, Paris was the general manager/operations manager for a large railroad services company and brought with him multiple years of employee benefits experience from the plan sponsor perspective. He is an accredited investment fiduciary and is a graduate of William Jewell College in Liberty, Missouri.

Paris is the 2012-13 president of the Lexington (Kentucky) Employee Benefits Council and has spent several years on the program committee for the Louisville (Kentucky) Employee Benefits Council.  

 

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