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.
Firm has appointed Michelle Spellerberg as its Chief Marketing Officer (CMO), effective immediately.
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.
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.
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”).
Firm was recently recognized at the Greater Oak Brook Chamber of Commerce’s Annual Meeting and Awards ceremony for its ‘Exceptional Service in Business.’
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).
We are honored to be recognized in the latest 2021 Benefits Strategy & Benchmarking Survey.
Millennium Trust Company makes the top 5000 list with annualized revenue growth of 35 percent or more since 2017.
The Company is awarded #32 on list of fastest-growing Chicagoland companies.
DeFalco will build out client-centered tech and product talent and lead transformation of Millennium Trust to a post-pandemic workplace.
Millennium Trust invests in product leadership to deliver best-in-class digital experiences and support a growing consumer base.
The new Trade Center helps individuals easily invest in their IRA, while institutional clients benefit from superior digital integration.
The retirement services veteran will lead the Retirement Services division, with a focus on clients, building stronger strategic partnerships, and expanding products and services.
The firm continues to prove its commitment to enhancing clients’ financial wellness through its Emergency Savings Fund product and increased access to digital solutions.
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