John Hancock Partners with Millennium Trust Company for Terminating Plan Services

Millennium Trust Company, a leading provider of custody and IRA services, announced that John Hancock has selected the firm as the custodian for its innovative terminating plans solution. The solution, further enhancing John Hancock’s current service offering, will enable third party... - September 25, 2009

Millennium Trust Company Joins with The Keane Organization to Offer a Wide-Range of Plan Termination and Missing Participant Solutions

Millennium Trust Company, announced it is entering into a strategic relationship with search expert, The Keane Organization to address plan sponsor challenges. With revenues and profits tough to come by, retirement industry professionals face increased pressure to reduce costs including those... - September 25, 2009

Sandy Spring Bank Launches Millennium Trust’s HSA Manager Program

On April 1, 2008, Sandy Spring Bank, headquartered in Olney, MD, launched HSA Manager, Millennium Trust Company’s Health Savings Account (HSA) solution for financial institutions. - May 15, 2008

Judy Calder Joins Millennium Trust as Vice President, Automatic Rollovers

Millennium Trust proudly announces that Judy Calder has joined Millennium Trust as Vice President, Automatic Rollovers. - May 15, 2008

Reggie Karas to Participate on SIFMA Panel

Reggie Karas, SVP Heath Savings Accounts, has been selected to participate in the SIFMA (Securities Industry and Financial Markets Association) Savings and Retirement Symposium on February 28-29 at the Fairmont in Washington, D.C. Ms. Karas will sit on a panel entitled “Impact of Healthcare... - February 24, 2008

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