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Your Ally in Retirement and Custody Solutions

Helping employers, advisors and institutions solve business problems - while empowering individuals to be successful on their retirement journey.

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Your Ally In Specialized Custody Solutions

Established in 2000, Millennium Trust began by focusing on unique custody solutions where no one else would or could. Today, we’re known for our ability to solve for the most complex requirements and craft new solutions to meet evolving needs.

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Safe Harbor IRAs Remain a Preferred Plan Management Solution

As a plan management tool, Safe Harbor (or Automatic Rollover) IRAs remain relevant as a way to protect forgotten retirement accounts until their owners reclaim them.

Firm Names New 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.

Can Good Tech Help You Save for Retirement?

Millennium Trust’s Meg Zwick, Maribel Gerstner, and Sirisha Gorjala sat down with Built In Chicago to share what it’s like working here, how our company culture is evolving, and exciting projects on the horizon.

Ready To Get Started?

Gain an ally you can count on, someone smart, supportive and flexible who’ll work behind the scenes and by your side to provide you a wide variety of choices. For all your specialized custody needs, start exploring our services today.

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