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BackBay Communications
617.504.0310
millenniumtrust@backbaycommunications.com
millenniumtrust@backbaycommunications.com
September 7, 2022
Millennium Trust and Transamerica Team Up on Safe Harbor IRAs
Firm recently entered into a strategic relationship with Transamerica Retirement Solutions, LLC (Transamerica) to provide Millennium Trust’s industry-leading Safe Harbor Individual Retirement Account (IRA) product to Transamerica’s retirement plan sponsors.
August 30, 2022
Millennium Trust Appoints New Chief Marketing Officer
Firm has appointed Michelle Spellerberg as its Chief Marketing Officer (CMO), effective immediately.
June 16, 2022
Millennium Trust Ranked #43 on Crain’s Chicago 2022 Fast 50
Millennium Trust was recognized for the fifth consecutive year as one of the fastest-growing companies in the Chicago area by Crain’s Chicago Business, ranking #43 on the publication’s annual list.
June 1, 2022
Millennium Trust Company Completes Acquisition of PayFlex®
Firm completed the previously announced acquisition of PayFlex Holdings, Inc., a provider of Health Savings Accounts (HSAs) and other consumer-directed benefits solutions, from CVS Health.
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.