MTConnect - April 2017

Learn about how our new brand and tagline, Above and Beyond CustodySM, highlights our role as a trusted ally to our clients, and reflects the continued growth and evolution of our business. Also find out how real estate may provide added diversification to a long-term investment strategy.

Automatic Rollover News - April 2017

Uncashed checks are no laughing matter; learn how our experts can help reduce fiduciary risk, administrative burden and cost. Our Managing Director, Terry Dunne, shares his thoughts on the delay of the DOL’s Fiduciary Rule, recently featured in 401k Specialist. We also announce our new name, Retirement Services, and invite you to share your Millennium Trust service experience.

MTConnect - January 2017

CEO Gary Anetsberger discusses potential changes and opportunities for the industry. Other features include helpful information about how distribution plans are an important part of any retirement strategy, and how fiduciaries can avoid potential prohibited transaction traps. Tax season is upon us—don’t forget these important tax season dates and reminders.

Automatic Rollover News - November 2016

It’s that time of year again – we’re here to help you clean up your plan so you can handle more pressing year-end issues. We also discuss Terry Dunne’s testimony to the ERISA Advisory Council and we share a recent article by Terry on preparing for the final DOL fiduciary ruling.

MTConnect - October 2016

Our CEO discusses baseball and investing (Go Cubs!), we highlight our recent award for MAIN™, provide an update on a new 60-day IRA Rollover procedure and list important dates for your IRA.

Automatic Rollover News - July 2016

Now is a great time to clean up your retirement plan! Read how a mid-year review is an excellent opportunity to clean up any terminated missing/non-responsive plan participants. Learn more about the importance of helping plan participants understand the rules that may apply to 401k plan assets that are inherited.

MTConnect - July 2016

Read how we're improving processes with technology, including improvements to our client portals, the addition of investment platforms to our Millennium Alternative Investment Network™ (MAIN)™, and our continuous work to move closer to our overall goal of creating an end-to-end, digital custody solution for complex, documentation-heavy, non-traditional assets.

MTConnect - April 2016

Includes a letter from our new CEO, Gary Anetsberger, that outlines his growth plans for Millennium Trust. Be sure to read several exciting announcements about the Millennium Alternative Investment Network™ (MAIN)™ including a new monthly educational series and recently listed investment platforms. And, don’t forget to review important dates to meet IRS deadlines for 2016.

Automatic Rollover News - January 2016

In this winter issue of Automatic Rollover News, we announce the launch of the Online Account Agreement creating operating efficiencies, discuss Millennium metrics, and provide the latest update on the DOL’s proposed Fiduciary Rule.

MTConnect - January 2016

Happy New Year! On January 6th we announced the launch of the Millennium Alternative Investment Network™ (MAIN™). This issue of MTConnect covers the basics of MAIN and explains how it was designed to provide a more intuitive and easier way to access and custody your Alternative Assets. We also offer year-end reminders as we head into tax season.

MTConnect - October 2015

In September, we announced that Parthenon Capital Partners, a growth-oriented private equity firm, signed a definitive agreement (pending the customary closing conditions and regulatory approvals) to invest in Millennium Trust Company. This investment is meant to fund our continued growth while also helping to support expansion into new areas.

Automatic Rollover News - October 2015

In this fall issue of Automatic Rollover News, we announce that Parthenon Capital agrees to invest in Millennium Trust Company, it is the perfect time to clean up your Plan, and the effects of IRS mortality table delay.

Automatic Rollover News - August 2015

In this summer issue of Automatic Rollover News, we discuss the recent DOL hearings and discussions around the definition of ‘Fiduciary’, provide details on our implementation of Salesforce Service Cloud, and invite you join us on our LinkedIn Automatic IRA Rollover Solutions Group.

MTConnect - July 2015

Our goal for redesigning our company website is to provide the experience and service you expect in today's digital world. This issue of MTConnect provides an overview of several of the new features of our new website.