“Nick and Millennium have gone above and beyond for our clients. The Millennium team provides a consistent, professional, and detail oriented TPA service that provides best in class assistance in all aspects for us in regard to 401k’s and Defined Benefit plans. Knowing that we have Millennium helping to build and maintain plans has provided our team with the backing needed to help clients achieve their goals. I highly recommend this excellent team.”
– Erik Klinger / Oak Gate Wealth Advisors
As a Wealth Advisor, it is critical that the professionals I partner with not only share my commitment to client service, but also bring a high level of expertise and integrity to the table. Working closely with Millenium Pension Services, I’ve found exactly that. The level of care and attention Millenium Pension Services gives to each plan and participant is nothing short of exceptional. Their staff is consistently professional, responsive, and attentive — always ready to answer questions, address concerns, and provide clear, timely communication. This level of service has made them a trusted extension of my own practice. What truly sets them apart is the creativity and deep industry knowledge Nick Brown and Tara Brown bring to the table. Whether navigating complex plan designs or identifying strategic tax-saving opportunities, they continually uncover ways to maximize plan efficiency and compliance. Their insight has helped many of my clients save thousands — and in some cases, hundreds of thousands — of dollars in taxes annually. I am grateful for the partnership I have with this team and look forward to continuing to provide top-tier retirement plan solutions together for years to come.
— Daniel Novak, Sr. Wealth Manager – W&N Wealth Management.
As a small business owner with limited time, I couldn’t have been happier with how easy Millennium Pension Consultants made setting up our 401K plan. The process required minimal effort on my part, and I can now better compete with larger businesses thanks to their efforts.
Millennium Pension Consultants also connected me with the local chamber of commerce, allowing me to be part of a larger group and all the benefits that provided. Each year, all I need to do is provide a simple census of my team. It’s hard to imagine that it could be any easier!
The fees are beyond reasonable. I couldn’t have made a better choice. I highly recommend the Millennium Pension Consultants team for their exceptional service and support.
– Dale Smith, Alliant Technology Group
I am writing my highest recommendation to Millennium Pension Services. Mrs. Tara Brown helped us with a very complex pension problem. Mrs. Brown was very thorough in reviewing all documents sent to her and confirming her use of a recommended correction plan. Her office then filed all the necessary forms to bring our plan into compliance. I highly recommend Millennium Pension Services and Mrs. Tara Brown.
– Ray L. Craemer
Our company has nearly tripled in size over the past ten years, and Millennium Pension Services has been serving our employees with never a problem. Millennium’s representatives are a pleasure to work with and we appreciate the care and commitment they bring to supporting our work in the community. We are 100% satisfied!
– Jonathan Zeichner, Executive Director, A Place Called Home
Millennium Pension Services provided expert advice our pension plan options and designed a customized plan for our corporation. It has been a pleasure working with them.
– Dr. Ciabarra, NEUROLOGY CENTER OF NORTH ORANGE COUNTY
Elizabeth House is proud to utilize the services of Millennium Pension Services, Inc. as the Third Party Administration firm of our retirement plan. For the past several years, Millennium Pension Services has handled this in an efficient, expedient, and professional way. As a non-profit leader in this community, I rely on their team of experts to complete the necessary review and reports as needed for compliance. I highly recommend Tara Brown and her excellent team at Millennium Pension Services.”
Debbie Unruh, Executive Director, Elizabeth House
Morrison Telecom Management (MTM) has been working Tara and her staff at Millennium for well over 10 years. Our relationship is mutually beneficial built on trust and respect.
– Bob Morrison
I highly recommend Tara Brown and her company Millennium Pension Services, Inc. Tara provides knowledgeable, courteous and exceptional service. She takes time to answer all of our questions thoroughly. I am grateful for her help, and especially for the personal service as she navigates us through the rules and regulations of retirement accounts. Tara and Millennium are rare finds—trustworthy and client-focused. Thank you, Tara!
– Mary Sullivan, Accounting Coordinator for The Claremont Institute
We are a CPA , financial services and payroll firm . As the trusted advisor to our clients, we team up with Millennium to provide the TPA services for our clients . Millennium has the knowledge and expertise to design the best retirement plans based on our clients goals and objectives. We have been working with Tara Brown and her team for about 7 years. Millennium has been a great resource for us – No matter what time of the day it is we can always get ahold of them and get our questions answered.
– Scott Brown, Roger A. Brown & Co. LLP
Millennium seamlessly keeps our profit sharing plan in compliance with the ever-changing legal requirements. Any time I have a question, I get a prompt, understandable answer. I would highly recommend their services.
– Richard B. Pumilia, Pumilia & Adamec LLP
Tara Brown and the team at Millennium Pension Services, Inc. are true experts in their field and have provided us with professional and impeccable services. They advised us on our Defined Benefit Plan and 401K Plan and have consistently met our needs with prompt and knowledgably solutions. Their personalized and competitive service is unparalleled.
– David Lifschitz, The Gehr Group
I have been working with the Millennium Team for over 3 years and have been incredibly pleased with the level of service in which I am provided. Even (my business) being on the East Coast does not impact the timeliness of their responses to me or my clients. I truly feel like they appreciate my business and their services definitely add value to my business. I will continue to happily recommend Millennium to clients!
– Kimberlee Sipe, Insight Investment Planning, Inc.
Tara and her team is the best. They are always quick in response and go beyond and above to help anyway they can. I have trusted her with my customers accounts as well as ours.
– Stephen Yun, Chun-ha Insurance
Millennium Pension Services’ responsiveness to my demands has allowed me to facilitate timely planning strategies that exceed expectations. They have provided excellence to my clients by being attentive to the details.
– Ken Kathcart, CPA Partner
Five full stars says it all. I am the managing partner of a small law firm and wanted peace of mind in setting up a defined benefit pension plan. I did a good deal of research in this area and found Millennium Pension Services to be knowledgeable, reputable, prompt and caring. Thank you, Tara, and your team for such wonderful work.
– Wanda R. Dorgan, Managing Partner, Dorgan Legal Services
Millennium Pension has not only been my go to source for TPA and actuarial services since I have been a fee based advisor, they have also been invaluable to my clients when it comes to hands on details and solving problems. They know how to create and manage plans, but more importantly, Tara and her team are highly skilled at the compliance aspects that so many of my clients need guidance with. I recommend them to any advisor or firm that incepts and manages 401k, Defined Benefit and Cash Balance Plans.
– Jason Lund, Lund Financial Management
I am the Employee Benefits Manager for a Regional brokerage firm and have worked with Tara and her team for the past 5 years. She has a wealth of knowledge, is always willing to help and keeps me informed of rules and regulations. I know my clients benefit from the expertise they receive from Millennium. I recommend working with Millennium for any number of services.
– Monique Eubanks, Walkter Mortensen Insurance
Tara and her team have been very easy to work with in setting up our clients’ retirement plans. They have answered our questions promptly and take the time to explain the ERISA requirements to our clients. We look forward to working with Millennium on future plans.
– Hong Tran, Logic Wealth Management
Millennium Pension Services has been a great partner in the design and management of our company retirement plans. They have been incredibly diligent and quick to respond for all our needs, while allowing us to provide a compelling retirement plan for our growing business. Highly recommended.
– Steve Armstrong, Urban Armor Gear
Millenium Pension Services was recommended to my company many years ago, and we have been working with them ever since. Tara Brown and her team are truly second to none, and I could not trust anyone else with our pension services. They are experienced, knowledgable, and extremely responsive. They understand how to build and manage plans meet your employee and employer objectives, all while being a pleasure to work with. I am grateful to Tara and her team and I would highly recommend their services.
– Robyn Carey Sanyal, Virtuoso Medical Management
Millennium pension services, Inc. consistently has been providing excellent service, and support to us over several years. I rely on them pretty much to help keep us in compliance with regulatory agencies. We continue to be very happy with Millennium and would recommend their services to others.
– Brendan Kim, Ambiance Apparel
We have been working with Millennium Pension Services for 4 years and they have always provided quick and efficient service for us. We are always more than satisfied with the dynamic level of service Millennium pension provides for us and strongly recommend them to whoever is looking for a professional, seamless delivery.
– Brian Na, Mega Capital Funding, Inc.
Since switching to Tara’s team at Millennium Pension Services we have been able to synergistically leverage the advantages of our defined benefit and defined contribution plans. We are confident that Millennium continues to provide us great service in terms of both bringing us the best information and keeping us in plan compliance.
– Kevin Hansen, Baldi Bros
KTA Construction Inc. (KTA) has been a customer of Millennium Pension Services, Inc. (Millennium) for the past several years. During that time KTA has enjoyed very personal attention by the Millennium Pension Services, Inc. group with appreciated results. Millennium has taken the time to work with KTA on very specific details in our Pension Fund for both the employees and the management at KTA and the results to date have been outstanding. KTA’s original introduction to Millennium was late in the year 2015 with some real concerns on how to best approach the 2015 FYE for KTA. Millennium was extremely helpful & produced results in a relatively short amount of time saving KTA substantial amounts of tax in 2015. KTA has since remained a Millennium customer, each year thereafter, with satisfactory results each year.
– Mike Henderson, President
Tara is MPS and MPS is Tara. When you sign up with MPSS, you get Tara – and that’s priceless. That means all your concerns about compliance, design, and maintenance for a 401K or a Pension client are answered appropriately, timely, and thoroughly. As a CPA and a financial advisor, you need valuable and reliable business partners and colleagues to properly deliver effective solutions to clients. MPS is that quintessential partner and Tara is your invaluable colleague.
– Milan Madhani, Vimlan Tax Services, LLC
Millennium Pension Services provided expert advice our pension plan options and designed a customized plan for our corporation. It has been a pleasure working with them.
– Dr. Anthony Ciabarra, Neurology Center of North Orange County
I have been a client of Millennium Pension Services, Inc. (MPS) for several years, I did not understand how pension and retirement accounts operate how the plans can benefit our company, employees, and owners. MPS, Tara, and her team have always been very patient to provide the education and training we needed. Tara and her team have always been efficient and effective in executing based on our needs.
– Bernard Khachi, Vison Imaging Supplies, Inc.
Elizabeth House is proud to utilize the services of Millennium Pension Services, Inc. as the Third Party Administration firm of our retirement plan. For the past several years, Millennium Pension Services has handled this in an efficient, expedient, and professional way. As a non-profit leader in this community, I rely on their team of experts to complete the necessary review and reports as needed for compliance. I highly recommend Tara Brown and her excellent team at Millennium Pension Services.
– Debbie Unruh, Elizabeth House
I have been working with Tara since before she started MPS and she has always provided a superior service at a great price.
– Larry Steinberg, Financial Architects
Millennium provides great advice and service. Tara and her team are always professional and courteous. We are happy to refer clients to Millennium to help establish retirement plans.
– David Chung, Logic Wealth Management
For the past ten years, Millennium Pension Services, Inc. has provided excellent service for our company. We appreciate their responsiveness, accuracy and attention to our account.
– Adrienne Bolger, Foothill HomeCare Partners, Inc.
I want to thank you so much for the extraordinary effort and tremendous work performed by you and your staff.
– Michael Zorzi, Cunico
I am very glad to write my praise for Millienium Pension Service Inc. Tara Brown as the president is passionate about helping people, and the staff are courteous, professional and very knowledgeable about all aspects of the work as TPA, including compliance, updated regulations, actuary, number crunching and timely filing. We have over 11 years relationship since we had the help from Tara Brown setting up our company retirement plans such as 401K profit sharing. The staff always get back to you in a very short time, and Tara Brown is always at hand lending her great advices that is most valuable. We are truly blessed to have Millienum Pension Services Inc to be our TPA.
– Dr. Yang, CEO and Medical Director, Sterling Pathology Medical Corporation
I think we have finally found a service that we can feel confidence in handling such an important matter as a retirement plan. Tara Brown and the crew at Millennium are reliable, trustworthy and efficient…a difficult combination to come by in today’s business world—. I guess the saying is true…’good things come to those who wait’…Millennium was definitely worth the wait.
– Sheila M. Miller, T.M.C. Enterprises
I work for a restaurant group and we unfortunately decided to terminate our 401k plan. However with the help of Millennium Pension Services they made it a painless process. Tara Brown, managing partner, handled everything for me, from walking me thru the process and also filing the federal returns that were required in a timely fashion. I would not hesitate to use their services again in the future!
– Cathy Butkus, Innovative Dining Group
I can highly recommend Millennium Pension Services for their professionalism and expertise. They set up a Safe Harbor 401K in combination with a Defined Benefit plan that maximized the benefit to all our employees and senior management while minimizing tax consequences. Millennium handled all aspect of plan creation and annual filings in a timely and correct manner which resulted in a favorable IRS determination when the plan was eventually terminated on the sale of our company. Millennium are true experts in pension planning.
– Simon Harrison, Dynaroll
Since switching to Millennium, we have never been more confident and pleased with a TPA. Tara Brown and her team of dedicated professionals has made my life easy in dealing with my pension and profit sharing clients. I never have to worry that the job is being done properly. I strongly recommend Millennium for your business!
– Stephen H. Wagner, Wagner Financial Group
Millennium Pension Services provides administrative services free of any investment bias. Thanks for your valued service and continued ethical approach to my client’s retirement plan.
– Dave Wade, AIF, APM, CLU, ChFC, CIMC Consultant
Tara is thorough, knowledgeable and passionate about her work. It’s a pleasure doing business with her.
– Bonnie Yam
After working with many different Third Party Administrators over the years, I don’t think words can describe how happy we are to have found Millennium Pension Services, Inc. We have been working with Tara Brown and her team for the last 3 years. No matter what time of day it is we can always get a hold them and get our questions answered, they are always very friendly and willing to do whatever needs to be done.
– Justina Nicholson, RABco Financial & Insurance Services, Inc.
I have worked with several Retirement Consultants over the years. While I have a strong knowledge base in commercial real estate, which is my core competency, I have found the complexities of retirement, pension and profit sharing plans to be confusing and unsettling. Millennium’s knowledge and expertise is unsurpassed and they are clearly interested in building and maintaining long term relationships.
– Jeremy Dee, Corporate Realty Associates
I have been writing and managing qualified plans for 19 years now and over all those years I have worked with a lot of different TPA’s. We have written over 100 plans since we started in 1993 and worked with very large national TPA’s and small local TPA’s. The third party administrator had always been a source of concern and frustration for us. I personally had grown tired of unreliable contacts who were over priced and would take days and sometimes weeks to answer a question or reply to an issue raised by a client. That is until I met Tara Brown at Millennium Pension Services, Inc. Over the last year and a half we have been moving all or our plans to Millennium and working closely with Tara. I cannot tell you how pleased I am with how quickly my questions, concerns and issues are resolved. I have had multiple clients comment on how impressed they are with the quality of service they have been receiving since making the move to work with Tara Brown. I would highly recommend working with Millennium Pension Services, Inc., we could not be happier with our choice to take them on as our Third Party Administration Company.
– Philip L. Beh, PB Financial & Insurance Services
I have worked with Millennium Pension Services over the last 5 years. Tara Brown has an outstanding understanding of all aspects of retirement plan servicing and has been a valuable partner to Retirement Revolution in developing new business opportunities. I look forward to continuing to work with Millennium Pension Services and Tara to win more plans, and build a mutually rewarding relationship.
– Juan Molina, VMS