Plan recordkeeping & administration
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Expert plan administration
Review the latest study on the funding levels of corporate pension plans.
Read the latest study
Milliman plan recordkeeping & administration services
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Market Based Cash Balance Plan (MBCBP): Frequently Asked Questions
We answer some FAQs to help employers decide whether to sponsor a market-based cash balance plan.
Retirement savings for long-term, part-time employees: What is changed with SECURE 2.0
Year-end compliance issues for single-employer DB and DC retirement plans
We recap the compliance issues single-employer DB and DC plans should address by the end of 2022.
Critical Point Episode 38: Surprises and obstacles SECURE 2.0 could present for plan sponsors and HR professionals
We discuss potential surprises and obstacles plan sponsors and HR professionals may face as a results of SECURE 2.0 going into effect.
Is your pension plan ready to terminate?
For plan sponsors that have resolved to terminate their plans, they typically turn their attention to two important factors: financial and operational readiness.
Co-sourced to outsourced: Is now the time?
Pension plan administration can be managed through a variety of arrangements: insourced, co-sourced, and outsourced. As insourcing has become less common, plan sponsors are turning to outside vendors to co-source and outsource the administration.
Correcting plan errors
Plan administration errors, or failures, can have serious consequences, including disqualification. Failure to administer a plan in accordance with the plan document and applicable regulations can result in severe tax consequences.
Benefits communication in the age of COVID-19
In the midst of the COVID-19 crisis, there are even more challenges to communicating about benefits.
Impending merger or acquisition? The health of employee benefit programs can be a make-or-break issue
Employee benefits programs can deeply affect a potential merger or acquisition, sometimes to the surprise of the acquiring company.
Implement a 401(k) component to offset healthcare costs in retirement
With rising healthcare costs and people living longer, trustees of multiemployer plans may want to ask themselves: How can we better support our members in retirement when addressing healthcare costs?
Client case study: Milliman Open Enrollment
We take pride in developing communication that helps our clients achieve their business and benefit objectives.
Critical Point Episode 24: What the CARES Act means for retirement plans
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Milliman Actuarial Retirement Calculator (MARC)
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Milliman plan recordkeeping & administration resources
Milliman introduces Candidly student loan certification for retirement plans
Student loan debt solution enables employers to match student loan payments with tax-advantaged retirement plan contributions.
Milliman recognized for exemplary defined contribution service
Milliman receives 2023 PLANSPONSOR Service Star Team Award
HR Communication brochure
What you say and how you say it matters. Competitive benefits and compensation programs help you attract and retain top talent.
Milliman launches enhanced retirement security projection tool to measure retirement readiness
Newly enhanced RISE Score™ incorporates inflation, longevity, and market and withdrawal behaviors.