Section 1

Overview

Complete, integrated services

Milliman provides seamless, integrated administration, investment advisory, and trustee services for Multiple Employer Plans (MEPs) and Associations with a wide variety of defined contribution plans. Our full-service retirement program gives you access to features typically only available to large corporate entities. Best of all, Milliman handles the majority of the day-to-day plan administration, alleviating the burden from your HR staff.

Integrated plan administration, investment advisory, and trustee services

Milliman partners with select financial advisors and trustees to provide the plan sponsor and adopting employers with fully bundled retirement plan administration. With a single point of contact and a unified website specific to your company’s plan information and activity, you gain simplified access to:

Recordkeeping, consulting, and participant education services
Retirement plan services for plan sponsors and participants
Safekeeping and accounting of all plan assets and consolidated trust reports

The Milliman advantage

With Milliman’s MEP services, you will receive:

Competitive pricing

Economies of scale boost your purchasing power

Fully automated recordkeeping

Milliman manages most administrative responsibilities

Robust participant support

Interactive website and mobile app, plus a fully staffed call center

Effective participant education

Ongoing financial education promotes healthy financial outcomes

Custom branding

Participant communications represent your organization’s brand, while each adopting employer’s materials reflect its chosen plan.

Why partner with Milliman

Broad MEP expertise.

Milliman has unique experience building the service model necessary for association and MEPs to grow and flourish.

Flexible service model.

We know that one size does not fit all, which is why we take our time providing a service model that meets your specific requirements.

Expert consulting.

Our dedicated, experienced consultants provide you with smart consulting solutions.

Deep experience.

Milliman has served retirement plans since 1947. We have worked with defined contribution plans for over 40 years and MEPs/Association plans for more than 25 years.

Focus on growth.

A growing MEP is a healthy MEP. That’s why we provide tools to help plan sponsors promote your MEP to adopting employers within your organization.

Section 2

Products

Retirement benefits administration platform

Millimanbenefits.com

Empower your retirement plan to achieve your business objectives through our state-of-the-art outsourcing services combined with leading-edge financial wellness education.

Learn more

Section 3

Resources

Brochure

Association and multiple employer plan administration brochure

Download PDF

Section 6

Millimanbenefits.com

Association and multiple employer plan administration brochure

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