Plan recordkeeping & administration
Overview
Plan recordkeeping & administration solutions
Defined benefit plan administration
Defined benefit plan administration
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Milliman plan recordkeeping & administration insight
Article
How enrollment insights can drive employee benefit plan design, communication, and engagement
Enrollment data can be a valuable source of information about how well a benefits strategy is working.
Article
The top 5 considerations for selecting a benefits administrator
Find a provider that can work to bridge the gap between corporate strategy, employee benefits, legal regulation, carriers, and the individual employee experience.

Article
Market-based cash balance plans (MBCBP): FAQ
We answer some FAQs to help employers decide whether to sponsor a market-based cash balance plan.
Client action bulletin
Retirement savings for long-term, part-time employees: What is changed with SECURE 2.0
We review what has changed for employers in terms of administering retirement savings plans for long-term, part-time employees.

Article
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.

Podcast
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.
Milliman plan recordkeeping & administration products
Pension administration & communication
Milliman Actuarial Retirement Calculator (MARC)
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