VP, Senior Communications Manager
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.
Wolters Kluwer Legal & Regulatory U.S. announced the integration of its Distribution Tracking Software (DTS) with the ftwilliam.com 1099 Software module.
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.
The recent Millennium Trust Investor Survey shows interesting insight into investors’ current holdings and their future investment strategy.
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.
Millennium Trust Company, LLC announces strong growth, continued efforts toward innovative retirement solutions, and enhancements to MAIN® this quarter.
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.
Millennium Trust announces a refreshed Millennium Alternative Investment Network® that makes it easy for investors and advisors to discover, research and invest in a variety of alternative assets.
The Bancorp, Inc. (NASDAQ: TBBK) announces that it has entered into an agreement to transfer all of its rights and obligations as custodian and trustee of its Safe Harbor IRA portfolio to Millennium Trust Company, a leading provider of retirement and custody services.
Terry Dunne will speak at the PLANSPONSOR National Conference and SPARK National Conference about issues facing plan sponsors and the retirement industry, including the increasing number of missing participants, and how plans can reunite them with their money.
Millennium Trust is honored to be a finalist for Crain’s Fast 50, which recognizes the fastest-growing companies in the Chicago area.
Millennium Trust announces strong performance in the first quarter of 2018, and introduces Maribel Gerstner as Senior Vice President, Director of Operations.
Millennium Trust is proud to be named “Professional Services Company of the Year” at LendIt Fintech USA 2018, which is awarded to the service provider that has demonstrated deep expertise, unique value, strong ROI, commitment to clients, and fostering of a deep understanding of fintech.
Millennium Trust is proud to be recognized by the Oak Brook Chamber of Commerce as the 2018 Champion for Young Business Professionals Award.
Millennium Trust Company, LLC® has announced the alliance with Gold Bullion International (GBI), a leading institutional precious metals provider to individual investors and the wealth management industry.
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