Millenium Trust Company


Millennium Trust Company is a leading Automatic Rollover IRA provider for retirement plans. Our solutions are tailored for open, terminated and abandoned plans and help plan sponsors comply with DOL Safe Harbor requirements for automatic rollovers. We work with a wide range of professionals and offer a full complement of solutions to address such plan related issues as: missing participants, uncashed checks, benefit distributions and notification services. For more information, please visit our web site at




“I wanted to thank the Automatic Rollover Client Service Team for all their help and cooperation. I found out that my transfer was completed in less than 24 hours after re-applying and I sincerely appreciate it.”

“I am very impressed with your interest in wanting to help me out and contacting me to confirm the information was correct. I feel that you went above and beyond for me. Your dedication and customer service skills have paid off. I am forever grateful for your help....”

"We had the pleasure of working with MTC for many years. MTC has an excellent track record for customer service and they have exceeded expectations on every turn! MTC listens to the needs that their clients are trying to meet and work to keep ahead of the curve for technology."