Emily Burns Perryman
Benefit Resource (BRI), a Millennium Trust solution and a leading provider of FSAs, HRAs, HSAs, commuter plans, and COBRA administration services, announced the acquisition of Pro-Flex Administrators (Pro-Flex), a third-party benefits administrator, with a focus on consumer-driven benefits, benefit continuation, and compliance services.
The dynamic new brand reflects the convergence of integrated solutions to advance financial wellbeing today and tomorrow
Combined product offerings will accelerate growth and create a best-in-class solution within the health and benefits category
Open to the industry, including other portability networks, the new network provides flexibility and choice to business partners and individuals, joining efforts to improve long-term financial outcomes and expand choice in the retirement system
Ranked as one of Crain's Chicago Business Fast 50, the annual list recognizes the company’s steady revenue gains, expanded client solutions, and strong organic growth performance
Millennium Trust Company, LLC, a leading provider of health, wealth, retirement and benefits solutions, has named Murphy Clark its Chief Financial Officer.
Millennium Trust Company, LLC, a leading provider of health, wealth, retirement and benefit solutions, today completed the acquisition of Accruit Holdings LLC (Accruit), a leading, independent Qualified Intermediary and technology service provider of real estate 1031 exchanges.
Millennium Trust Company, LLC, a leading provider of health, wealth, retirement and benefits solutions, today announced it soon will offer optional auto portability functionality for its best-in-class automatic rollover IRA solution.
Firm announced the promotion of Dan Laszlo to Chief Executive Officer, effective immediately. Retiring CEO Gary Anetsberger will assume Executive Chairman role.
Firm recently entered into a strategic relationship with Transamerica Retirement Solutions, LLC (Transamerica) to provide Millennium Trust’s industry-leading Safe Harbor Individual Retirement Account (IRA) product to Transamerica’s retirement plan sponsors.
Firm has appointed Michelle Spellerberg as its Chief Marketing Officer (CMO), effective immediately.
Millennium Trust was recognized for the fifth consecutive year as one of the fastest-growing companies in the Chicago area by Crain’s Chicago Business, ranking #43 on the publication’s annual list.
Firm completed the previously announced acquisition of PayFlex Holdings, Inc., a provider of Health Savings Accounts (HSAs) and other consumer-directed benefits solutions, from CVS Health.
Firm announced it has signed a definitive agreement to acquire PayFlex Holdings, Inc. (“PayFlex”), a provider of health savings accounts (HSAs) and consumer-directed benefit administration services, from CVS Health Corporation (“CVS Health”).
Firm was recently recognized at the Greater Oak Brook Chamber of Commerce’s Annual Meeting and Awards ceremony for its ‘Exceptional Service in Business.’
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