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Retirement Providers

How Our Retirement Services Help Third Party Administrators (TPAs) Add Value to Plan Sponsor Relationships

Our Automatic Rollover Solution, Benefit Distribution Services and Search and Notification Services can help relieve administrative burden, and keep your time and effort focused on your client relationships.


Why Retirement Providers Should Consider Offering Emergency Savings Funds

Financial service providers can promote education around and offer emergency savings programs complementary to retirement plans.


Find the Best Retirement Plan for Your Small Business with the Retirement Savings Selector Tool

The Retirement Savings Selector Tool for Small Businesses can help small business owners identify which retirement plan may be the best fit from a few quick and easy questions. Visit the Retirement Savings Selector Tool to explore your options.


Small Businesses Need Innovative Solutions for Retirement Savings

Millions of businesses in the U.S. don’t offer any retirement plan due to perceived costs and misunderstanding of options. When a 401(k) isn’t the right fit, small businesses have easier, more cost-effective options to help their employees save.


Search Services

When retirement plan participants leave balances behind, it can cause serious complications for administrators. Millennium Trust offers a thorough search service that helps to locate participants so plans can operate more efficiently and reduce fiduciary risk.


Uncashed Checks

Regardless of whether the address was bad, the check was lost, or the recipient just never bothered to cash it, plan sponsors need a solution for the uncashed checks that remain in their plan. A simple, effective solution is to roll over uncashed checks to an IRA with Millennium Trust.


Rollover Solutions

Since 2005, Millennium Trust has been providing automatic rollover solutions to corporate plan sponsors, TPAs, Advisors and record keepers to move terminated employees off their books. This video will give you a quick overview of our automatic rollover solution and how this flexible solution can accommodate...


Retirement in America 2020: Crisis and Opportunity in an Evolving Economy

In an evolving American economy, issues with Social Security, pensions, early withdrawals, a lack of access to retirement plans and insufficient savings all paint a bleak picture of Retirement in America. But there are still reasons to be hopeful.

White Paper
10 minute read

2018 Millennium Trust Small Business Retirement Survey

This survey explored employer awareness of retirement saving benefit options, barriers and drivers to adopting retirement savings programs, and attractive aspects of programs. The survey also looked at how employers and employees view the impact of savings benefit programs on employee retention/attraction, and views...


A Tale of Two Surveys

Our survey of small businesses and employees revealed joint interest in retirement savings, but misconceptions about their retirement options have caused small businesses not to take action.

White Paper
8 minute read

Top Reasons Retirement Plans Can Help Small Businesses Attract Millennials

Retirement savings plans are important to Millennials and can help small businesses attract and retain talent.


Small Businesses Want Options

As state-sponsored retirement plans become more widespread, federal plans, like multiple employer plans (MEPs), have come front and center. But, small businesses want a private option for retirement savings, not a one-size-fits-all approach.