Contact information:
Michael DeLong
VP, Communications
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.
November 15, 2019
Millennium Trust Introduces New Leadership Roles and Expands Product Offerings in the Third Quarter
Millennium Trust finished the third quarter of 2019 with $27.4 billion assets under custody in more than 1.3 million accounts and was recognized by Inc. Magazine as #2034 on the Inc. 5000 list of fastest-growing, privately held companies in the U.S., jumping 1,000 spots in one year.
November 1, 2019
Mark Jung Joins Millennium Trust Board of Directors
Millennium Trust announced that Mark Jung has joined the firm’s board of directors to provide new talent and expanded expertise.
October 22, 2019
Millennium Trust Announces Fund Lineup for its Small Business Retirement Solution
Millennium Trust has announced the mutual fund lineup provided by Morningstar Investment Management available to customers of its Workplace Savings Solutions product. The funds were assembled with the intent to provide investors with appropriate choices for long-term investment strategies.
October 10, 2019
Millennium Trust Company Launches Small Business Retirement Solution
We launched a suite of simple and affordable retirement benefits for small businesses. The product addresses the retirement crisis in America by offering a selection of payroll-deducted retirement savings solutions for this underserved audience.
October 3, 2019
Millennium Trust Launches Retirement Savings Selector Tool for Small Businesses
Millennium launched its Retirement Savings Selector Tool for Small Businesses which is a free and easy online tool to help small employers and advisors find the right retirement savings option for their business and employees.