Add unparalleled expertise to boost the success of your defined contribution plan. Our services include plan design, recordkeeping, compliance, and communication. Starting from your vision, we address the full spectrum of issues including contribution and participation rates, fee allocations, member vesting, and valuations. Since 2012, our services have been recognized by PLANSPONSOR surveys as among the most trusted in the marketplace.

Cut through complexity to ensure your health and welfare fund provides the most efficient and effective benefits possible. We draw on expertise across health, pharmacy, stop-loss, and care providers to deliver excellence. Our services include financial projections, valuations, experience reports, Medicare retiree programs, competitive bidding, strategic planning, and many more.

Innovation can help multiemployer plans strengthen long-term viability while providing lifelong benefits. For trustees looking to make a change, we identify features most important to the plan and its members and suggest approaches based on our data-based knowledge of plan design options. We also offer the Milliman Sustainable Income Plan™, combining the features of defined benefit and defined contribution plans.