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Retirement Providers

Essential Save - A Workplace Benefit

Even the best retirement solutions cannot ensure financial wellness. Find out how offering an emergency savings solution can benefit your company and its employees.


Financial Wellness in the Workplace: Emergency Savings Fund as an Employee Benefit

Studies have shown that when employees are stressed about their finances, their morale, productivity and tenure is likely to be negatively affected, which can cost employers. Help boost your employees' financial wellness with our Emergency Savings Fund solution as an employee benefit. Learn more


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.


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...


The Case for Actively Managing Retirement Plans

While 401 (k) participation rates have risen in recent years, thanks in part to auto enrollment programs, it’s still not enough. Learn why it pays to cultivate engaged and informed retirement savers.


Building Engagement with Employees Using an Emergency Savings Fund Solution

Financial stress can spill over into the workplace, impacting employee productivity and ultimately take a toll on a company's bottom line. Helping employees deal with these challenges can help ensure employees maintain focus in the workplace, while also preserving their retirement savings.

Fact Sheet
2 minutes

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

Retirement Plan Service Providers Could Benefit From Offering Sidecar IRAs

Sidecar IRAs - still relatively uncommon in the retirement industry today - may benefit plan providers and plan participants, and help promote retirement readiness while many Americans struggle to save for the future.

White Paper
12 minute read

From Legislative Footnote to Fiduciary Best Practice

Since their introduction as part of EGTRRA in 2001, automatic rollovers have transformed from a legislative afterthought to fiduciary best practice for plan sponsors and providers. Learn how this evolution occurred, and why automatic rollovers appear poised to remain an integral part of plan administration for the...

White Paper
14 minute read

Benefit Distribution Services

About Millennium Trust Company Respected custodian in the retirement services industry Industry leading provider of customized retirement services and custody solutions Comprehensive operations and client servicing environment Advanced technology that facilitates efficient and secure transmittal of data and funds...

Fact Sheet
1 minute read