Third Party Pension Administration (TPA) firm and Consultants.
We collaborate with a team of professionals to design (or redesign) the best plan(s) for the Plan Sponsor’s objectives and retirement goals.
We are a fee based TPA firm that works with trusted advisors including – Attorneys, CPAs, Financial Advisors, payroll providers, Bookkeeping Services, and investment companies in complementing the services provided to Employers in need.
We at Millennium can take care of all aspects of regulatory compliance and documentation, while partnering with vendors that will handle the record-keeping and custodian functions.
The types of plans : solo plans .401(K) plans. 403(b)s,Prevailing Wage , Defined Benefit Pension Plan, Cash Balance Pension Plans and some combination thereof.
Furthermore, our senior staff at Millennium, being familiar with many different firms and their methods, provide a greater deal of technical expertise than other small administration firms . We are here as a resource for you and your clients.
A few highlights we would like to emphasize:
• We have the technical expertise to handle all aspects of administration on all types of tax-qualified retirement plans
• We have an in-house actuary as well as 2 consulting actuaries
• We believe in personal service
• We do not sell investment products
• We offer the best possible services to our clients
Early on – I recognized the fact that people do business with whom they know and trust – and we have been building and maintaining relationships from that time.
To take this full circle –Our model – Collaborating with professional for retirement success.