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Your Ally In Specialized Custody Solutions
Established in 2000, Millennium Trust began by focusing on unique custody solutions where no one else would or could. Today, we’re known for our ability to solve for the most complex requirements and craft new solutions to meet evolving needs.
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Safe Harbor IRAs Remain a Preferred Plan Management Solution
As a plan management tool, Safe Harbor (or Automatic Rollover) IRAs remain relevant as a way to protect forgotten retirement accounts until their owners reclaim them.
Millennium Trust’s Auto Portability Functionality Ready for Client Testing in June
Millennium Trust Company, LLC, a leading provider of health, wealth, retirement and benefits solutions, announced it soon will offer optional auto portability functionality for its best-in-class automatic rollover IRA solution.
Millennium Trust Enhances Real Estate Alternative Investment Solutions with Acquisition of Accruit
Millennium Trust Company, LLC, a leading provider of health, wealth, retirement and benefit solutions, completed the acquisition of Accruit Holdings LLC, a leading, independent Qualified Intermediary and technology service provider of real estate 1031 exchanges.
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Gain an ally you can count on, someone smart, supportive and flexible who’ll work behind the scenes and by your side to provide you a wide variety of choices. For all your specialized custody needs, start exploring our services today.
Retirement ServicesCustody Services