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Above and Beyond Custody

When it comes to custody, you don’t just need it done, you need it done right by people who stand behind the details and care about meeting your needs.

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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.

Learn more about MTC

IRS Guidance for Escheatment Makes Auto Rollover IRAs More Attractive

The IRS recently released two pieces of guidance regarding the transfer of small qualified retirement plan account balances to state unclaimed property funds.

Firm Launches Trade Center & Enhances Digital Experience

The new Trade Center helps individuals easily invest in their IRA, while institutional clients benefit from superior digital integration.

An Eye-Opening Millennial Q&A

Kevin Boyles discusses how Millennial expectations have driven the way companies have responded to the pandemic with PLANADVISER.

Ready to get Started?

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