VP, Senior Communications Manager
The new Trade Center helps individuals easily invest in their IRA, while institutional clients benefit from superior digital integration.
The retirement services veteran will lead the Retirement Services division, with a focus on clients, building stronger strategic partnerships, and expanding products and services.
The firm continues to prove its commitment to enhancing clients’ financial wellness through its Emergency Savings Fund product and increased access to digital solutions.
Lomax is a key addition to Millennium Trust’s senior leadership team during a period in which the firm continues to grow rapidly and broaden its product offerings.
The firm focused on providing access to its broad selection of retirement solutions, as well as its robust service team and online resources in the first quarter of 2020, in order to help clients during the coronavirus pandemic.
The firm continued to grow its business with the strategic acquisition of substantially all the assets of Liberty Trust Company, LTA, representing Millennium Trust’s sixth acquisition over the past three years, and also expanded its Emergency Savings Fund and Workplace Savings Solutions products.
Millennium Trust has announced the acquisition of substantially all of the assets of Liberty Trust Company, LTA.
Millennium Trust finished the third quarter of 2019 with $27.4 billion assets under custody in more than 1.3 million accounts and was recognized by Inc. Magazine as #2034 on the Inc. 5000 list of fastest-growing, privately held companies in the U.S., jumping 1,000 spots in one year.
Millennium Trust announced that Mark Jung has joined the firm’s board of directors to provide new talent and expanded expertise.
Millennium Trust has announced the mutual fund lineup provided by Morningstar Investment Management available to customers of its Workplace Savings Solutions product. The funds were assembled with the intent to provide investors with appropriate choices for long-term investment strategies.
We launched a suite of simple and affordable retirement benefits for small businesses. The product addresses the retirement crisis in America by offering a selection of payroll-deducted retirement savings solutions for this underserved audience.
Millennium launched its Retirement Savings Selector Tool for Small Businesses which is a free and easy online tool to help small employers and advisors find the right retirement savings option for their business and employees.
The firm finished the second quarter of 2019 with continued growth and $26.8 billion assets under custody in more than 1.26 million accounts.
Erik Beck has joined the firm to serve as Chief Growth Officer, a newly created role within the organization, to enhance client engagement and growth strategy.
The firm has been recognized for its rapid revenue growth, as well as its model culture and employee engagement.
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