REGULATORY UPDATES
Staying compliant, keeping ahead
A constantly changing regulatory climate for retirement plans of all kinds can make it difficult to set a strategy, stick to it, and maintain long-term compliance.
Complexity: A fact of life
As if the management of benefits alone were not complex enough, a dynamic regulatory environment can seem like a never-ending headache.
At the same time, with an in-depth understanding of what regulatory changes mean, they can also present opportunities to improve benefits, reduce costs, and increase efficiency. Streamlined reporting and efficient processes are essential to realizing any potential benefits from compliance.
SECURE 2.0: What plan sponsors, administrators, and recordkeepers need to know
The law changed the retirement landscape. Our research is breaking down the implications.
IRS Limits forecast
Our annual forecast of the limits for tax-qualified defined benefit (DB) and defined contribution (DC) plans.
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Benefit from decades of employee benefits experience and customizable software developed specifically for retirement plans.
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Maximize the value of pension benefits to participants using our decades of experience, flexible software tools, and disciplined process.
Defined benefit plan consulting
Meet your goals and business objectives in the face of constantly shifting markets and regulations.
Milliman compensation and benefits surveys
Meet any need for executive and non-executive compensation data with 30 years of data and experience.
Multiemployer services
Address the issues raised by shifting demographics, increasing regulatory demands, and steadily rising costs.
Nonqualified plans
Review compensation plans for 409A compliance and communicate effectively with affected employees.
Critical Point Episode 24: What the CARES Act means for retirement plans
Listen to the podcastAssisting a plan sponsor with its investment portfolio using asset liability modeling
Partnering annuity placement services with co-fiduciary services
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Milliman Account
Manage multinational accounting disclosures with automated validation and report consolidation.