Navigate today’s most pressing health industry challenges with a leading global expert by your side.
ACO utilization & cost evaluation
Healthcare cost modeling
Preventive digital health
Insurance risk assessment
Medicare plan selection solution
Healthcare risk adjustment
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
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.
Employee stock ownership plans (ESOPs)
Milliman understands the challenges and complexities of ESOPs. We help with the full range of services, including optimized plan design and 401(k) integration, streamlined plan administration and repurchase liability studies, and compliance confidence and custom communication.
We offer a single resource to serve all your needs from one service platform. Our full-service integrated solution provides all services from a single source, covering your 401(k) and ESOP plans and employee communication needs.
We develop a thorough knowledge of your demographics, administrative processes, and culture--adding value in the delivery of numerous services.
We help clients identify their future cash flow needs with a repurchase liability study. We analyze the cash flow, recommend changes in distribution options (if necessary), and determine how different stock transaction or administrative practices affect the future cash flow.
Our holistic approach to communication helps foster a deep appreciation of the unique opportunity your ESOP offers, while equipping employees to create successful financial outcomes.
Milliman InvestMap is a sophisticated software solution that enables plan sponsors to deploy an age-based, asset-allocation strategy for the core funds held within a defined contribution plan.
Closely-held companies that sponsor an ESOP should strongly consider conducting a repurchase obligation study at regular intervals or when considering a financial transaction involving the ESOP.
Ask the tough questions. We’re ready for them.