Milliman today announced it has added the Iowa Sheet Metal Workers Local Union No. 263 as a defined contribution client. The plan covers collectively bargained members in the state of Iowa, with approximately 450 participants and $20 million in plan assets.
Milliman is providing recordkeeping and communication services for the union's retirement savings plan. DiMeo Schneider provides investment consulting services and Benefits Management Group, Inc. provides administration for the plan. Both assisted with the search.
Milliman is committed to the Taft-Hartley community, and everything about our business model revolves around strong client service. We believe this has a lot of appeal to plan trustees. Our value proposition is more than a commodity service, and the trustees clearly appreciated our client support team.
Iowa Sheet Metal Workers Local Union No. 263 taps Milliman for its defined contribution services
2 February 2017
Iowa Sheet Metal Workers Local Union No. 263 taps Milliman for its defined contribution services