TRA works with Millennium, a leading national ira solutions provider that has contributed to automatic rollover agreements with more than 55,000 plan sponsors and more than $23 billion in assets on deposit. The BancorpMedia RelationsRachel Weiss, 302-385-5410AVP Marketing – Communications Managerrweiss@thebancorp.comorInvestor RelationsAndres Viroslav, 215-861-7990Director of Investor Relationsaviroslav@thebancorp.comorMillennium Trust CompanyCompany ContactJohn Ryan, 630-472-5986VP Communications Managerjryan@mtrustcompany.comorMedia RelationsKevin Dinino, 619-739-4265 (Direct) KCD PRKevin@kcdpr.com “Liberty Trust`s business fits perfectly with Millennium Trust`s, and we have a dedicated and experienced team that can care for these customers through transition and beyond,” said Gary Anetsberger, CEO of Millennium Trust. “We are pleased to build and develop relationships with these customers and provide them with the exceptional service for which Millennium Trust is known in the industry.” Liberty Trust, founded in 2005 in Dallas, Texas, is a leading provider of deposit and management services for specialized individual pension accounts (“IRAs”). At the time of the transaction, Liberty Trust`s accounts receivable provide approximately IRA and $800 million to custodians, including self-guided IRAs with private or alternative assets, as well as IRA rollover automatic accounts from pension plan sponsors. The Retirement Advantage, Inc. is not connected to Millennium. All Of Millennium`s Rollover-IRA automatic services are the responsibility of Millennium This service is provided as convenience. Retirement Advantage does not support Millennium and advises you to compare other providers before using Millennium`s services. For more information about Millennium Trust, visit mtrustcompany.com. Signing a service contract ensures that accounts automatically accepted by your plan comply with DOL Safe Harbor. It also speeds up processing times for accounting and financing. OAK BROOK, Ill., December 3, 2019 /PRNewswire/ — Millennium Trust Company, LLC (“Millennium Trust”), a leading provider of age and institutional services, announced the acquisition of the bulk of all Liberty Trust Company assets, LTA (“Liberty Trust”). Give us your information about participants with the Millennium EZ worksheet (a pre-formatted Excel file).
To ensure the security of your data, use our secure automatic rolling portal to access and download the EZ worksheet. Participants` information includes name, address, Social Security number, date of birth, dollar amount and plan name. With this information, we automatically open the IRAs and send a welcome kit to each participant. About Millennium Trust Company®Millennium Trust Company is a leading provider of age and institutional services with more than 1.3 million accounts receivable with more than $27 billion in assets. We are committed to meeting the evolving needs of individuals and employers, consultants and retirement service providers, and we enable our clients to have trusted know-how, exceptional service and access to a wide range of solutions. Whether clients want to manage retirement assets, run a business or have a choice beyond traditional asset options, we offer flexible, digital solutions to support our clients` success.