Why benefits and services

As our client, you have a dedicated account manager who understands the needs of your organization. We help you address issues as they arise, providing continued support as your organizational needs evolve. Together, we help you prioritize your organizational needs and connect you with the best solutions, working side by side with you through implementation and beyond.

Employee Benefits Consulting You thrive when your employees thrive. Empower Participants Easy online access gives participants the power to manage their accounts, with easy-to-use tools like self-directed trading and investment analysis.

Foster Choice We can hold a wide range of investment types, including mutual funds, ETFs, stocks, bonds and CDs—so individuals have the power of choice. Offer Consolidated IRAs We accept transfers from other IRAs as well as rollovers from employer plans, so individuals can confidently consolidate their retirement assets in one place. Meet Our Team.

Pete Welsh Senior Vice President, Head of Retirement Services Pete joined Millennium Trust in as Head of Retirement Services, and is responsible for building strategic client and partner relationships as well as expanding our products and services.

Meet our team. Kevin Clark Senior Vice President, Business Development Director Kevin has over 30 years of experience with employee benefits and retirement services and is responsible for developing rollover IRA business with institutional clients. Karin Stouffer Senior Vice President, Senior Relationship Manager Karin brings over 20 years of corporate experience to the firm and is responsible for managing our largest institutional clients, which includes recordkeepers, and consultants.

Carolyn Musinski Senior Vice President, Senior Relationship Manager Carolyn has over 20 years financial services experience in sales development and relationship management. David Turner Vice President, Business Development Director Drawing on his expertise in ERISA compliance, consulting, investment management sales, and participant education, David brings 25 years of financial services industry experience to the firm. You are now leaving the Millennium Trust web site.

While other benefits are similar to a salary in that they are paid to the employee as they provide their services, post-retirement benefits are intended to benefit the employee years or decades after the labor is provided. Some benefits like Defined Benefit Pension Plans mandate advanced funding, which requires the employer to manage assets in tune with a large liability.

Other plans, like retiree welfare, do not require funding. However, without pre-funding retiree welfare benefits, the employer is only delaying payments that will ultimately come due. Spring offers solutions to the unpredictability of obligations that are to be paid decades in the future. Our solutions allow employers to manage the unpredictable, while still keeping control of their assets and investments.

We have significant experience in the retirement services arena including defined benefit , defined contribution , retiree medical , and executive plans.