Contact information:
John Ryan
VP, Senior Communications Manager
630.472.5986
jryan@mtrustcompany.com
jryan@mtrustcompany.com
October 10, 2019
Millennium Trust Company Launches Small Business Retirement Solution
We launched a suite of simple and affordable retirement benefits for small businesses. The product addresses the retirement crisis in America by offering a selection of payroll-deducted retirement savings solutions for this underserved audience.
October 3, 2019
Millennium Trust Launches Retirement Savings Selector Tool for Small Businesses
Millennium launched its Retirement Savings Selector Tool for Small Businesses which is a free and easy online tool to help small employers and advisors find the right retirement savings option for their business and employees.
September 4, 2019
Millennium Trust Company Continues to Grow in Second Quarter
The firm finished the second quarter of 2019 with continued growth and $26.8 billion assets under custody in more than 1.26 million accounts.
August 28, 2019
Millennium Trust Company Announces Chief Growth Officer
Erik Beck has joined the firm to serve as Chief Growth Officer, a newly created role within the organization, to enhance client engagement and growth strategy.
June 25, 2019
Millennium Trust Named to Crain’s Fast 50 and Best Places to Work in Illinois Lists
The firm has been recognized for its rapid revenue growth, as well as its model culture and employee engagement.
May 6, 2019
Millennium Trust Company Recognized for Outstanding Culture, Celebrates Strong First Quarter
Millennium Trust launches new products, earns awards and celebrates achievements in the first quarter of 2019.
April 8, 2019
Millennium Trust Launches API to Increase Access to Investments through Self-Directed IRAs
Millennium Trust announces the launch of a new digital Application Programming Interface (API) functionality, which enables investment platforms and advisor systems to seamlessly integrate with Millennium Trust’s custody services.
March 18, 2019
Millennium Trust Recognized As Model Workplace of the Year
Millennium Trust is honored to be named the 2019 Model Workplace by the Greater Oak Brook Chamber of Commerce, which recognizes organizations that promote employee engagement and sustainable activities tied to their values.
February 11, 2019
Millennium Trust Company Closes Year with Expanded Product Offerings and Continued Growth
Millennium Trust, LLC ended the year on a high note, with $26.6 Billion assets under custody in almost 1.2 Million accounts – the latter of which is up 50 percent from 2017.
January 28, 2019
ftwilliam.com Fully Integrates Distribution Tracking Software with Its 1099 Software
Wolters Kluwer Legal & Regulatory U.S. announced the integration of its Distribution Tracking Software (DTS) with the ftwilliam.com 1099 Software module.
January 4, 2019
Abry Partners Agrees to Significant Investment in Millennium Trust
Abry Partners, a leading Boston-based private equity firm, has agreed to make a significant investment in Millennium Trust allowing us to further strengthen our existing position in the marketplace while continuing to expand our product offerings.
December 11, 2018
Individual Investments into Stocks, Bonds and Mutual Funds Drop; Interest in Alternatives Grows
The recent Millennium Trust Investor Survey shows interesting insight into investors’ current holdings and their future investment strategy.
November 15, 2018
Small Businesses Face Growing Retirement Crisis
Small business leaders and employees agree that America is facing a growing retirement crisis. According to results from the inaugural Millennium Trust Small Business Retirement Survey, 93 percent of small business employers and 95 percent of employees agree that Americans will not have enough money saved to maintain their lifestyle upon retirement.
November 9, 2018
Millennium Trust Company Announces Quarterly Results, Continued Growth
Millennium Trust Company, LLC announces strong growth, continued efforts toward innovative retirement solutions, and enhancements to MAIN® this quarter.
August 13, 2018
Millennium Trust Company Continues Growth Trajectory, Announces Acquisition
Millennium Trust Company, LLC® reported a strong quarter of performance in the second quarter of 2018. The firm also was recognized in the Crain’s Chicago Business Fast 50 and acquired the Safe Harbor IRA portfolio from The Bancorp Bank.