Millennium Trust offers cost effective 403(b) custody arrangements to employers and employees. Our staff brings some of the broadest industry knowledge and experience to the marketplace. The Millennium 403(b) solution brings flexibility and versatility without competing with financial services providers.
Since the new 403(b) regulations were announced in 2007, mutual fund companies and their custodians have been seeking solutions to comply with the new 403(b) regulations. Most would like to continue to provide Mutual Fund investment opportunities to teachers and others in the 403(b) market, but custodians and transfer agents may be unable or unwilling to support the new compliance requirements. Some Mutual Fund companies are even considering a gradual withdrawal from the 403(b) market altogether.
Millennium Trust Company is an independent custodian serving the self-directed retirement account market. We focus on providing custody services to individual accounts. Our 403(b) Custody Solution is a straightforward, immediate answer for the Mutual Fund industry. As the nation’s premier custodian for alternative assets invested in self-directed retirement accounts, we have mastered cost-effective custody solutions. We have extensive experience working with large and small record keepers and administrators and we do not compete with financial service providers.
For more information, contact Terry Dunne at 630.368.5675 or email tdunne@mtrustcompany.com.
 |
> FAQs
> Morningstar Tools
> List of Mutual Funds
> Account Forms
> Fact Sheet
|
