VP, Senior Communications Manager
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.
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.
The firm finished the second quarter of 2019 with continued growth and $26.8 billion assets under custody in more than 1.26 million accounts.
Erik Beck has joined the firm to serve as Chief Growth Officer, a newly created role within the organization, to enhance client engagement and growth strategy.
The firm has been recognized for its rapid revenue growth, as well as its model culture and employee engagement.
Millennium Trust launches new products, earns awards and celebrates achievements in the first quarter of 2019.
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.
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.
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.
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