Press Releases | Schwab - Millennium Trust Company
Press Releases


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.

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.

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”).