Navigate today’s most pressing health industry challenges with a leading global expert by your side.
Discover intelligent digital solutions to help improve outcomes, manage costs, and solve the toughest healthcare challenges.
Meet growing needs for innovative insurance solutions while increasing operational health and improving compliance.
Property & casualty advisory services
Modern flood insurance program
Investment, advisory & trading services
Financial modeling & industrialization
Insurance risk assessment
Geographic rating insights
Premium comparison platform
Retirement & Benefits
Deliver on the promises of the past and create smart solutions for the future.
Pension administration & communication
Retirement benefits administration platform
Compensations & benefits
Benefit plan evaluation
Health & welfare benefits administration platform
Manage complex risks using data-driven insights, advanced approaches, and deep industry experience.
Auto policy underwriting
Software performance enhancement
Mortgage platform for investments & reinsurance
Solvency II reporting & compliance
This is a place where your ideas and insights make an impact. Where an independent, entrepreneurial spirit is an advantage. And where diversity of thought and experience makes us who we are.
Data-driven insight. Deep expertise. Transformative innovation. Since 1947, Milliman has delivered intelligent solutions to improve health and financial security.
Consult with the experts.
Small Business Retirement Plan Solution
Your small business (or small business client) cannot afford to waste time or money on a retirement plan that does not meet your needs. The ideal retirement program:
Just as an architect designs a building to fit the needs of a client, we design a retirement plan program to fit yours. Milliman can provide tailor-made pension and cash balance plans that are customized to your ownership structure, finances, and time horizon to retirement.
A comprehensive package, the Small Business Retirement Plan Solution includes design, actuarial services, plan document, government filings, and administration. Sophisticated tools and streamlined processes enable us to provide a complete end-to-end solution at competitive prices.
Take advantage of higher retirement benefits and targeted designs than are possible with a defined benefit/cash balance approach.
Leverage age and compensation profiles of owners and staff for sizeable deductible contributions.
Get guidance through every step of the life of the plan, from initial design to ongoing services to distribution of plan benefits.
Deal directly with actuaries, not salespeople.
Design qualified pension plans that are beyond the reach of creditors. If you choose an annuity payout, benefits are guaranteed for your lifetime.
Choose any investment product you wish.
Strategize with Milliman to help your clients generate significant retirement savings.
Meet individual business needs without cookie-cutter design plans.
Plan efficiently in real time with your clients.
Milliman has no stake in the investments – we leave investing to the professionals.
Cash balance plans blend the features of a traditional defined benefit retirement structure with the look and feel of a 401(k)/profit-sharing plan.
Annual contribution limits for retirement plans rise significantly in 2022, giving small business owners greater tax deferrals with DB and 401(k) pension plans.
A defined contribution (DC) plan can test on a benefits basis if it meets a certain criteria.
Employers and owners continually look at different strategies to defer tax on income, provide benefits to key employees, and boost their retirement savings.
As part of the proposed federal fiscal year 2014 budget, President Obama included a cap on the amount of retirement savings an individual could accumulate in tax-deferred retirement plans.
If tax rates increase and small business owners look at different alternatives to manage their tax liabilities, will we see changes to their retirement programs?
Meet your goals and business objectives in the face of constantly shifting markets and regulations.
Maximize the value of pension benefits to participants using our decades of experience, flexible software tools, and disciplined process.
Navigate the complicated maze of defined contribution administration to provide accurate recordkeeping, transparency, and compliance.
Administer defined benefit and cash balance pension plans with one of the industry's leading retirement planning and communication tools.
Bring your frozen corporate defined benefit plan from its current state to termination with Milliman’s consulting and modeling services.
See how movements in capital markets affect your pension plan's financial status, with real-time updates on projected funded status, and FAS expense.
Ask the tough questions. We’re ready for them.