Millennium launched its Retirement Savings Selector Tool for Small Businesses which is a free and easy online tool to help small employers and advisors find the right retirement savings option for their business and employees.
The firm finished the second quarter of 2019 with continued growth and $26.8 billion assets under custody in more than 1.26 million accounts.
Erik Beck has joined the firm to serve as Chief Growth Officer, a newly created role within the organization, to enhance client engagement and growth strategy.
The firm has been recognized for its rapid revenue growth, as well as its model culture and employee engagement.
Millennium Trust launches new products, earns awards and celebrates achievements in the first quarter of 2019.
Millennium Trust announces the launch of a new digital Application Programming Interface (API) functionality, which enables investment platforms and advisor systems to seamlessly integrate with Millennium Trust’s custody services.
Millennium Trust is honored to be named the 2019 Model Workplace by the Greater Oak Brook Chamber of Commerce, which recognizes organizations that promote employee engagement and sustainable activities tied to their values.
Millennium Trust, LLC ended the year on a high note, with $26.6 Billion assets under custody in almost 1.2 Million accounts – the latter of which is up 50 percent from 2017.
Wolters Kluwer Legal & Regulatory U.S. announced the integration of its Distribution Tracking Software (DTS) with the ftwilliam.com 1099 Software module.
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