Let’s work together.
 
Help us increase access to workplace
retirement savings for your small business
clients and their employees.
Let’s work together.
 
Help us increase access to workplace retirement savings for your small business clients and
their employees.

The Power of Partnership

Seventy-six percent of small businesses that participated in the 2018 Millennium Trust Small Business Retirement Survey agree that offering a retirement savings option would help them attract and retain talented workers.

If offering an affordable retirement savings option could increase the value you provide to your small business clients, would you be interested in working with Millennium Trust?

We work with payroll providers or service bureaus, human capital management firms, professional employment organizations, financial advisors, accounting firms and a number of other entities with a passion for helping small businesses.

The Power of Partnership

Seventy-six percent of small businesses that participated in the 2018 Millennium Trust Small Business Retirement Survey agree that offering a retirement savings option would help them attract and retain talented workers.

If offering an affordable retirement savings option could increase the value you provide to your small business clients, would you be interested in working with Millennium Trust?

We work with payroll providers or service bureaus, human capital management firms, professional employment organizations, financial advisors, accounting firms and a number of other entities with a passion for helping small businesses.


Attract
New Clients

Would a flexible and innovative retirement savings program add value to new and existing relationships?


Increase Client
Engagement

If you could increase engagement with your clients by offering access to affordable retirement savings benefits, would that interest you?


Improve Employee Satisfaction

Would helping your clients reduce turnover and attract talent make it easier to meet your business goals?


Attract
New Clients

Would a flexible and innovative retirement savings program add value to new and existing relationships?


Increase Client
Engagement

If you could increase engagement with your clients by offering access to affordable retirement savings benefits, would that interest you?


Improve Employee Satisfaction

Would helping your clients reduce turnover and attract talent make it easier to meet your business goals?

Choose How to Offer Workplace IRAs

Simple Referral

If you are interested in making a retirement benefit available to small businesses in your network or client base as a perk or value-add, you can simply refer your network to our Workplace Savings Solutions via a custom link that is associated with your firm.


Easy Integration

If you already provide financial services to small businesses and would like to expand your offerings to include access to a retirement benefits option, we are able to work with your firm to create an integrated and seamless experience for your clients.

 

Simple Referral

If you are interested in making a retirement benefit available to small businesses in your network or client base as a perk or value-add, you can simply refer your network to our Workplace Savings Solutions via a custom link that is associated with your firm.

Easy Integration

If you already provide financial services to small businesses and would like to expand your offerings to include access to a retirement benefits option, we are able to work with your firm to create an integrated and seamless experience for your clients.

 

Employers Misunderstand Retirement Options at the Expense of Employees*


of employers have a solid understanding of retirement savings programs other than 401(k) plans.


of small businesses believe their company is not large enough to offer a retirement savings solution to employees.


of employees say having access to retirement savings at work is important when deciding whether to stay with an employer.

of employers have a solid understanding of retirement savings programs other than 401(k) plans.


of small businesses believe their company is not large enough to offer a retirement savings solution to employees.


of employees say having access to retirement savings at work is important when deciding whether to stay with an employer.

Retirement Savings Selector Tool for Small Business

Very few small businesses have a solid understanding of retirement savings programs other than 401(k) plans.

The Retirement Savings Selector Tool for Small Businesses helps small businesses identify a retirement savings option that may be a fit for their business by answering a few quick and easy questions.

The results of the tool are determined based on factors such as how many employees the business has and how much the employer would like to contribute to the account.

Retirement Savings Selector Tool for
Small Business

Very few small businesses have a solid understanding of retirement savings programs other than 401(k) plans.

The Retirement Savings Selector Tool for Small Businesses helps small businesses identify a retirement savings option that may be a fit for their business by answering a few quick and easy questions.

The results of the tool are determined based on factors such as how many employees the business has and how much the employer would like to contribute to the account.

  

*The 2018 Millennium Trust Small Business Retirement Survey was conducted among 500 decision makers at companies with less than 150 employees that do not offer any type of retirement savings option, and 500 employees who are working full-time at employers with no retirement savings option between September 28 and October 8, 2018. The survey was commissioned by Millennium Trust Company and conducted by CITE Research.

Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice.

Millennium Trust Company® and Above and Beyond Custody® are registered trademarks of Millennium Trust Company, LLC in the United States.

Copyright © 2020 Millennium Trust Company, LLC. All rights reserved.

Our address is 2001 Spring Road, Suite 700, Oak Brook, IL 60523