Millennium Trust Company and PayFlex have joined forces under one banner to become your devoted partner for health, wealth, retirement, and benefits. We work with both businesses and individuals to create financial services and solutions that will help you prepare for the future — and make it... Read More
Named the 2023 Agency of the Year by the IIA. Our service model is to provide a unique blend of day-to-day administrative services, combined with strategic consulting. In today’s rapidly changing landscape, you need someone to take work off your desk, keep you in compliance, be readily available... Read More
The Smart Solution for 401(k) Mandatory Rollovers Optimize your 401(k) plan administration and give your former employees’ money a retirement plan that helps grow their savings. Reduce Administrative Burdens Automated processes to rollover former employees' 401(k) balances under $7,000,... Read More
By Citizens One
Offers your employees a choice of rates and flexible repayment terms to suit their needs, plus employees receive an exclusive credit of up to $1,000 on new loans. Read more »