07 November 2018 - By David W. Benbow
Plan sponsors should have solid procedures in place for locating lost participants and initiating their benefit payments- or they could end up spending a lot of time documenting the details or perhaps defending their actions (or inactions) in an audit.
11 May 2018 - By Mary Hart
Plan administration errors, or failures, can have serious consequences, including disqualification.
21 February 2018
One of the most daunting challenges pension plans face is distributing required minimum distributions at a terminated vested participant’s required beginning date.
31 October 2017 - By Stephanie R. Sorenson
How does the move towards all things digital reconcile with the piles of paper records and files that already exist in our everyday work environment?
10 July 2017 - By Verna Brenner
An increasingly important part of a plan sponsor’s fiduciary responsibility is the requirement to monitor where plan participants and beneficiaries reside as well as their life status.
22 January 2017 - By Julie Sinke
A client comes to Milliman for assistance with co-sourcing.
13 January 2017 - By Stephanie R. Sorenson
The plan termination process can seem overwhelming, but understanding it and preparing for it can make the task manageable and efficient.
14 July 2016
What is good data, why is it necessary, and how is a data mess fixed?
30 December 2015 - By Zorast Wadia
Next year provides a unique confluence of regulatory and market conditions that may, in fact, prove to be the last time the lump-sum tactic is practical.
11 May 2015 - By Emily Stadheim
Same-sex spouses are eligible for the same protection as an opposite-sex married couple with regard to retirement benefits when the marriage is legal in the state in which they were wed.