Automatic Rollover Solutions
Tracking down past employees in 401(k) plans is probably the last thing on your list. The Automatic Rollover Solution from Millennium Trust is Fast, Easy and oh so Sweet!
We will search for missing participants, set up IRAs with no minimum balance (and at no cost to the plan), send a Welcome Kit and support your participants with a dedicated client service team.
It only takes 3 steps to start rolling over your retirement plans:
- Sign the Automatic Rollover Services Agreement found in our E-Kit
- Send us participant information using the Millennium EZ Worksheet
- Transfer participant funds to Millennium Trust
Our Automatic Rollover Solution fully complies with DOL regulations, can lower your company's costs, reduce liabilities and give you more time to take care of your current employees.
For More Information
- Click to download our brochure
- Contact a member of the Sales team