With more than 130 investment experts on staff, Milliman is a major force in consulting for profit-sharing plan administrators. Our independent outlook means our advice is unbiased—we never accept payment through commission. Our exclusive research data and software tools mean we can deliver unique intelligence on fund and manager quality.

We advise on:

• investment policy
• investment structure and asset allocation
• fund analysis and ongoing monitoring
• asset/liability modeling
• investment manager selection
• expense and total cost analysis

At regular client meetings, Milliman delivers investment monitoring reports that keep plan sponsors informed on how their performance compares to that of peers and relevant indices.

Client example: Milliman research improves the mix

One client asked for strategic advice for its profit-sharing funds, which the company invested on its employees' behalf. The company previously had employed an investment manager who selected individual stocks and bonds for the portfolio.

Our analysis showed better prospective returns and lower management expenses could be achieved by investing in a suite of mutual funds selected by Milliman. Using Milliman's proprietary system to screen more than 18,000 mutual funds and our exclusive research on fund managers, we selected a series of best-of-class funds and set allocations to create a high-returning mix with low possible risk.

On our recommendation, the company also added a 401(k) option to the profit-sharing plan. This allowed participants to put aside additional retirement funds in the same mutual funds, but in an asset mix of their own choosing.