VP, Senior Communications Manager
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.
This article published in 401k Specialist discusses how retirement plans might be impacted by potential tax reform.
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.
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.
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.
Thank you for visiting the Millennium Trust web site. The information and links on the web page you are about to visit are not part of, under control of, or the responsibility of Millennium Trust. This link is being provided as a convenience and is not intended to imply endorsement by Millennium Trust.
Click the button below to continue or cancel.