April 5, 2022
Millennium Trust to Acquire PayFlex from CVS Health
Firm announced it has signed a definitive agreement to acquire PayFlex Holdings, Inc. (“PayFlex”), a provider of health savings accounts (HSAs) and consumer-directed benefit administration services, from CVS Health Corporation (“CVS Health”).
March 28, 2022
Millennium Trust Wins Outstanding Customer Service Award from Greater Oak Brook Chamber of Commerce
Firm was recently recognized at the Greater Oak Brook Chamber of Commerce’s Annual Meeting and Awards ceremony for its ‘Exceptional Service in Business.’
February 15, 2022
Millennium Trust IRAs to Offer New Ark7 Alternative Real Estate Investment Opportunity
Millennium Trust announced a new strategic collaboration with Ark7, real estate platform, that will provide Millennium Trust clients with greater access to alternative investment options within their Individual Retirement Accounts (IRAs).
January 27, 2022
Millennium Trust Named a Best-In-Class Employer by Arthur J. Gallagher
We are honored to be recognized in the latest 2021 Benefits Strategy & Benchmarking Survey.
August 17, 2021
The Company Ranks No. 2522 on the 2021 Inc. 5000 List of the Fastest-Growing Private Companies in America
Millennium Trust Company makes the top 5000 list with annualized revenue growth of 35 percent or more since 2017.
June 24, 2021
Millennium Trust Earns Spot on Crain’s Fast 50 for Fourth Consecutive Year
The Company is awarded #32 on list of fastest-growing Chicagoland companies.
May 19, 2021
Millennium Trust Welcomes Karyn DeFalco as Chief Human Resources Officer
DeFalco will build out client-centered tech and product talent and lead transformation of Millennium Trust to a post-pandemic workplace.
March 31, 2021
Millennium Trust Hires Sirisha Gorjala as Chief Product Officer
Millennium Trust invests in product leadership to deliver best-in-class digital experiences and support a growing consumer base.
December 2, 2020
Millennium Trust Launches Trade Center and Enhances Digital Experience to Benefit Clients
The new Trade Center helps individuals easily invest in their IRA, while institutional clients benefit from superior digital integration.
September 14, 2020
Millennium Trust Welcomes Pete Welsh to its Leadership Team
The retirement services veteran will lead the Retirement Services division, with a focus on clients, building stronger strategic partnerships, and expanding products and services.
August 26, 2020
Millennium Trust Expands Financial Resources for Clients and Continues Growth in Second Quarter of 2020
The firm continues to prove its commitment to enhancing clients’ financial wellness through its Emergency Savings Fund product and increased access to digital solutions.
July 16, 2020
Millennium Trust Appoints Chief Compliance Officer to its Leadership Team
Lomax is a key addition to Millennium Trust’s senior leadership team during a period in which the firm continues to grow rapidly and broaden its product offerings.
June 12, 2020
Millennium Trust Bolsters Financial Wellness Solutions, Reports Growth in First Quarter of 2020
The firm focused on providing access to its broad selection of retirement solutions, as well as its robust service team and online resources in the first quarter of 2020, in order to help clients during the coronavirus pandemic.
March 17, 2020
Millennium Trust Announces Acquisition, Expands Services and Grows in Fourth Quarter of 2019
The firm continued to grow its business with the strategic acquisition of substantially all the assets of Liberty Trust Company, LTA, representing Millennium Trust’s sixth acquisition over the past three years, and also expanded its Emergency Savings Fund and Workplace Savings Solutions products.
December 3, 2019
Millennium Trust Company Announces Acquisition of Liberty Trust Company, LTA Assets
Millennium Trust has announced the acquisition of substantially all of the assets of Liberty Trust Company, LTA.