Above and Beyond Custody

We custody multiple types of retirement accounts and an extensive range of assets, giving you the ability to take control and save for your retirement.

How can we help you?

Open a self-directed IRA
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Your Ally in Specialized Custody Solutions

Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions. Whether you are managing alternative assets, investment accounts or retirement funds, we are uniquely qualified to service your needs.

Learn more about MTC

Retirement in America Part II: Americans Lack Savings

Second in a series of posts examining the state of retirement in America, the problems we face today and what solutions are being presented to improve retirement outcomes.

Launched Small Business Retirement Solution

Millennium launched a suite of simple and affordable retirement benefits for small businesses that addresses the retirement crisis in America by offering a selection of payroll-deducted retirement savings solutions for this underserved audience.

A 401(k) Year End ‘To Do’ List

As plan sponsors prepare for 2020, ensuring plan documents are up-to-date and key tasks are completed can help potentially reduce fiduciary liability heading into the new year.

 

Ready to get Started?

Whether you are a professional or individual investor looking for choice above and beyond traditional investments or a retirement provider or business looking to reconnect former employees with their savings, contact us today.

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