Signing a service agreement helps ensure that accounts automatically rolled over from your plan are in compliance with the DOL Safe Harbor. It also speeds up processing times for account establishment and funding.Access E-sign Agreement
Automatic Rollovers allow employers to focus on their current employees, while Millennium Trust protects the retirement savings of their former employees. We locate, engage, educate, and encourage those former employees to actively manage their journey toward retirement.
Our easy and straightforward solution helps employers reduce costs and potential liabilities while empowering former employees to continue their retirement savings journey. Some of the largest recordkeepers, TPAs, and plan sponsors in the industry use our service to remove small-balance accounts of former employees from 401(k) plans. This helps employer-sponsored retirement plans to:
Our IRAs are designed to comply with the Safe Harbor Regulation-657(c) of the Economic Growth and Tax Relief Reconciliation Act of 2001.
We encourage individuals to engage in their retirement by making available:
Our solution centers on re-uniting former participants with their retirement funds and engaging them with education and choice in the ways in which they can prepare for retirement. Helping all individuals, including the underserved and under-saved, today and into retirement is at the heart of everything we do.View Fact Sheet
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