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Millennium Trust Company / Payflex

Benefits, retirement and health & wellness solutions

2001 Spring Road, Suite 700
Oak Brook, IL 60523

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www.mtrustcompany.com

About Millennium Trust Company / Payflex

Millennium Trust Company was established in 2000 and has been a provider of retirement and custody services for over 20 years. We are known for our ability to help employers, advisors and institutions solve complex business problems while ensuring individual investors are empowered with tools and resources to be successful.

With the acquisition of PayFlex in 2022, Millennium Trust ventured into the health savings and benefits industry. We now offer clients something unique: a singular company that unifies retirement and financial services with consumer-directed benefits; a place where people can prepare for the unexpected without sacrificing their retirement saving goals.

Note: As a custodian, Millennium Trust Company does not provide tax, legal or investment advice nor does it promote or sell any investment product. Millennium Trust is not an FCM or an IB firm and does not hold futures positions or the associated funds to margin, guarantee, secure or settle such positions in any IRA. Millennium Trust does not take or place futures trade orders.

Products by Millennium Trust Company / Payflex

By Millennium Trust Company / Payflex

Automatic Rollover Services Automatic rollovers lower costs for employers, reduce potential liabilities and allow employers to focus on their current employees, while Millennium Trust protects the retirement savings of their former employees. We locate, engage, educate, and encourage those former employees to actively... Read more »

By Millennium Trust Company / Payflex

More employers are looking to balance costs without sacrificing the well-being of their workforce. As health care costs outpace inflation, qualified high-deductible health plans (HDHPs) remain popular. The right health savings account (HSA) strategy can help your organization control expenses.... Read more »

By Millennium Trust Company / Payflex

Emergency Savings Fund Dipping into a retirement account for a rainy day emergency could have serious consequences for retirement savings. Millennium Trust works with you to position emergency savings funds as an essential, streamlined workplace benefit, while taking care of the recordkeeping, administration and... Read more »

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