Automatic Rollover | Mandatory Distribution
 
  Automatic Rollovers

The Automatic Rollover advantages of Millennium Trust are clear:

We are an experienced IRA provider with:
  • More than 35,000 client accounts
  • Customized services to meet clients' needs
We provide secure, proven technology through:
  • The Metavante Trust Accounting system
  • An interface with all retirement record keeping systems
We offer superior investment choices in:
  • FDIC-insured bank money market vehicles
  • Annuities
  • Other investment options
We do a comprehensive search for missing participants, including:
  • A comprehensive search at no cost
  • Notices published with all 50 Secretary of State offices
We specialize in enhanced plan-sponsor support, including:

Advantages

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Participant Information
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