Small Business Retirement Plan Solution
Small Business Retirement Plan Solution
Each small business has its own unique financial characteristics
Customized retirement solutions
Related insight
Market Based Cash Balance (MBCBP): Frequently Asked Questions
Ten questions that most frequently come up when employers are deciding whether to sponsor a cash balance plan.
Cash balance plans and variable annuity pension plans
Why plan sponsors are taking a fresh look at hybrid defined benefit plan designs
Cash balance plans: Frequently Asked Questions
Cash balance plans blend the features of a traditional defined benefit retirement structure with the look and feel of a 401(k)/profit-sharing plan.
Small business owners have welcome opportunity to reevaluate their retirement programs
Annual contribution limits for retirement plans rise significantly in 2022, giving small business owners greater tax deferrals with DB and 401(k) pension plans.
Nondiscrimination testing: Minimum allocation gateway
A defined contribution (DC) plan can test on a benefits basis if it meets a certain criteria.
401(k) compliance corrections
A guide to resolving common issues with defined contribution plan administration
Is a cash balance plan right for my business?
Employers and owners continually look at different strategies to defer tax on income, provide benefits to key employees, and boost their retirement savings.
Imperfect defined contributions plans: When good plans go bump
Defined contribution retirement plans are a complex entanglement of many moving parts and players that can change at any moment.
Services related to Small Business Retirement Plan Solution
Products related to Small Business Retirement Plan Solution
Milliman Actuarial Retirement Calculator (MARC)
Milliman Frozen Plan Solutions
Pension Performance Dashboard
Millimanbenefits.com
Small business retirement plan resources
Cash balance plans 101: Overview, advantages and disadvantages
Paired cash balance 401k plan solution
Maximize retirement savings and give your team a competitive edge with Milliman’s paired cash balance/401(k) plan.
Defined contribution third party administration (TPA) services
Milliman’s Defined Contribution TPA services make sure your plan runs smoothly and stays compliant with all relevant plan rules and IRS regulations. Our TPA services help you manage everything from routine tasks to complex responsibilities in your defined contribution program.