Contact information:
John Ryan
VP, Senior Communications Manager
630.472.5986
jryan@mtrustcompany.com
jryan@mtrustcompany.com
July 19, 2017
AM&AA 2017 Summer Conference
There are over 450 expected attendees and the line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, CPA’s, attorneys, and other M&A advisors. This conference offers exceptional networking opportunities throughout the event, providing sponsors, attendees and speakers valuable face-to-face networking that can only be found at The Alliance.
June 22, 2017
Retirement Plans in Tax Reform Crosshairs
This article published in 401k Specialist discusses how retirement plans might be impacted by potential tax reform.
June 13, 2017
Trust Company of America Teams up with Millennium Trust Company to Expand Alternative Assets Offering
Millennium Trust Company is proud to announce a strategic relationship with Trust Company of America, in which we will provide alternative asset custody in taxable portfolios for TCA’s advisors.
June 9, 2017
How Qualified Retirement Plans Affect Mergers And Acquisitions
A critical aspect of any merger or acquisition—and one that sometimes remains unexamined until late in the deal process—is the handling of qualified retirement plans. In general, buyers can assume sellers’ qualified retirement plans, merge sellers’ plans into the buyers’ plans, require the seller to terminate its plans (as a condition of closing), or require the seller to freeze its plans.
April 18, 2017
Millennium Trust Celebrates the First Quarter with Continued Growth and a Fresh Brand Identity
Millennium Trust Company® launches new brand identity and tagline-Above and Beyond CustodySM-that highlights our role as a trusted ally to our clients and the continued evolution of our business. Results from first quarter 2017 show continued growth, with more than $22.9 Billion assets under custody in 536,000 custodial accounts.