Contact information:
John Ryan
VP, Senior Communications Manager
630.472.5986
jryan@mtrustcompany.com
jryan@mtrustcompany.com
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.
July 26, 2018
Millennium Trust Company Refreshes Alternative Investment Platform in Response to Investor Demand
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.
July 10, 2018
The Bancorp Bank Announces Transfer of Safe Harbor IRA Portfolio to Millennium Trust Company
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.
June 11, 2018
Millennium Trust Company’s Terry Dunne to Tackle Growing Issue of Missing Retirement Participants
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.
May 18, 2018
Millennium Trust Company Named to Crain’s Fast 50
Millennium Trust is honored to be a finalist for Crain’s Fast 50, which recognizes the fastest-growing companies in the Chicago area.
May 17, 2018
Millennium Trust Company Announces Quarterly Growth, Fills Key Leadership Role
Millennium Trust announces strong performance in the first quarter of 2018, and introduces Maribel Gerstner as Senior Vice President, Director of Operations.
April 18, 2018
Millennium Trust Recognized as Professional Services Company of the Year at LendIt Fintech USA 2018
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.