Joe Golubski

Vice President, Senior Relationship Manager, Retirement Services, Southcentral Region @Millennium Trust Company

Pittsburgh, PA, US

Helping your employees save for retirement should be gratifying. Yet you don’t want to spend time searching for missing participants …that’s where we can help.As a financial services company and leader in Automatic Rollover IRAs, Millennium Trust Company is connected with a majority of the Recordkeepers, TPAs, Consultants and Plan Sponsors.With 20 years of experience in the financial industry, I’m able to provide our clients with cost-saving insights that eliminate some of the stress and confusion.As a Senior Relationship Manager, I serve as a reliable advisor to Retirement Plan Service Providers, plan sponsors, TPAs, and advisors at corporations, government entities, hospitals, universities, and small businesses by: Cutting retirement plan costs and administrative burdens with our cost-effective automatic rollover IRA solutions. Helping identify missing or non-responsive plan participants to reunite them with their retirement funds.SAVING OUR CLIENTS MONEYOne leading university with over employees is saving an estimated per year with our Automatic Rollover service for low balance accounts.I’m proud to work for a company that is a trusted partner to 1.2 million individual clients. We also work with major financial players like Fidelity, John Hancock, Empower, Wells Fargo and Mass Mutual. Millennium Trust’s recognition in Crain’s Fast 50 and the Inc. reaffirms our position in the financial industry.See the media below for more information on how we can help your company with its retirement plans.Specialties: 401K Plan Termination | Missing Participants | Workplace Savings | IRA Rollover Rules | Uncashed Checks | Defined Benefit Plans| Stale Dated Checks

Indiana University of Pennsylvania

Bachelor of Business Administration (B.B.A.), Finance, General