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Retirement & Benefits Solutions

Plan recordkeeping & administration

Overview

Plan recordkeeping & administration solutions

Defined benefit plan administration

Defined benefit plan administration

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Insight

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.

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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.
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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.

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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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Milliman plan recordkeeping & administration services

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