About Us

Millennium Trust is a leading provider of retirement and financial services and consumer-directed benefits (through PayFlex), with more than five million individual and institutional clients holding more than $47 billion in assets. We are committed to the evolving needs of individuals, employers, advisors, and institutional partners and to empowering clients with trusted expertise, exceptional service, and access to a wide range of solutions. Whether clients are managing retirement assets, saving for future health care and related expenses, running a business, or seeking choices beyond traditional asset options, Millennium Trust provides flexible digital solutions to support their success.

 

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