In today’s complex 401(k) market, rely on an industry leader with more than $350 billion under consultancy. At Milliman, our consultants’ objective is to provide clients with the best alternatives in each asset class.

Many of Milliman’s consultants have 20 or more years of experience as registered investment advisors. Such expertise offers 401(k) plan sponsors an outstanding combination of objectivity and sound fiduciary advice. Furthermore, our fees are completely disclosed, not buried inside investment management fees.

We work at the forefront of industry trends, including:

• Plan investment options: Milliman can help you choose the right fund choices to offer appropriate combinations of risk and return.
• Participant investment advice: Clients who use Milliman for recordkeeping can offer personalized counsel to plan participants through our individual and customized advice services.

Clients turn to Milliman for an unbiased source of advice on fund options. We assess current investment structure, develop and revise policy, and measure and report ongoing investment performance.

One recent client wanted to offer a suite of its own investment funds in its 3,000-employee 401(k) plan, but needed to demonstrate objectivity in its selections.

Milliman advisors worked with the client to design a core set of a half-dozen well-managed, non-proprietary options. With this independently selected group of funds in place, the company could offer its own funds without the appearance of impropriety and give employees the option of diversifying their retirement savings beyond the company’s own investments.

Our consultants have varied backgrounds as MBAs, chartered financial analysts, money managers, actuaries, and certified financial planners. We can draw expertise from our five investment consulting offices around the United States to assemble a team with the specific background needed for any 401(k) client.