August 29, 2023
Benefit Resource Acquires Pro-Flex
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.
August 15, 2023
Millennium Trust Announces Plans to Rebrand as Inspira Financial
The dynamic new brand reflects the convergence of integrated solutions to advance financial wellbeing today and tomorrow
July 13, 2023
Millennium Trust Completes Acquisition of Benefit Resource, LLC
Combined product offerings will accelerate growth and create a best-in-class solution within the health and benefits category
July 6, 2023
Testing Begins on Millennium Trust's New Open Portability Network
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
June 20, 2023
Millennium Trust Named One of Chicago's Fastest Growing Companies of 2023
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
May 1, 2023
Millennium Trust Names New Chief Financial Officer
Millennium Trust Company, LLC, a leading provider of health, wealth, retirement and benefits solutions, has named Murphy Clark its Chief Financial Officer.
April 19, 2023
Millennium Trust Enhances Real Estate Alternative Investment Solutions with Acquisition of Accruit
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.
April 13, 2023
Millennium Trust's Auto Portability Functionality Ready for Client Testing in June
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.
November 16, 2022
Millennium Trust Names Dan Laszlo Chief Executive Officer
Firm announced the promotion of Dan Laszlo to Chief Executive Officer, effective immediately. Retiring CEO Gary Anetsberger will assume Executive Chairman role.
September 7, 2022
Millennium Trust and Transamerica Team Up on Safe Harbor IRAs
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.
August 30, 2022
Millennium Trust Appoints New Chief Marketing Officer
Firm has appointed Michelle Spellerberg as its Chief Marketing Officer (CMO), effective immediately.
June 16, 2022
Millennium Trust Ranked #43 on Crain’s Chicago 2022 Fast 50
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.
June 1, 2022
Millennium Trust Company Completes Acquisition of PayFlex®
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.
April 5, 2022
Millennium Trust to Acquire PayFlex 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”).
March 28, 2022
Millennium Trust Wins Outstanding Customer Service Award from Greater Oak Brook Chamber of Commerce
Firm was recently recognized at the Greater Oak Brook Chamber of Commerce’s Annual Meeting and Awards ceremony for its ‘Exceptional Service in Business.’