Contact information:
John Ryan
VP, Senior Communications Manager
630.472.5986
jryan@mtrustcompany.com
jryan@mtrustcompany.com
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.
September 4, 2019
Millennium Trust Company Continues to Grow in Second Quarter
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.
August 28, 2019
Millennium Trust Company Announces Chief Growth Officer
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.
June 25, 2019
Millennium Trust Named to Crain’s Fast 50 and Best Places to Work in Illinois Lists
The firm has been recognized for its rapid revenue growth, as well as its model culture and employee engagement.
May 6, 2019
Millennium Trust Company Recognized for Outstanding Culture, Celebrates Strong First Quarter
Millennium Trust launches new products, earns awards and celebrates achievements in the first quarter of 2019.
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.