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Staying compliant, keeping ahead

A constantly changing regulatory climate for retirement plans of all kinds can make it difficult to set a strategy, stick to it, and maintain long-term compliance.

Anticipate change

Complexity: A fact of life

As if the management of benefits alone were not complex enough, a dynamic regulatory environment can seem like a never-ending headache.

At the same time, with an in-depth understanding of what regulatory changes mean, they can also present opportunities to improve benefits, reduce costs, and increase efficiency. Streamlined reporting and efficient processes are essential to realizing any potential benefits from compliance.


SECURE 2.0: What plan sponsors, administrators, and recordkeepers need to know

The law changed the retirement landscape. Our research is breaking down the implications.


IRS Limits forecast

Our annual forecast of the limits for tax-qualified defined benefit (DB) and defined contribution (DC) plans.


Related Milliman services

401(k)/403(b) plan services

Defined benefit plan administration

Defined benefit plan consulting

Milliman compensation and benefits surveys

Multiemployer services

Nonqualified plans


Critical Point Episode 24: What the CARES Act means for retirement plans

Listen to the podcast
Read the case study
Read the case study

Related Milliman products

Multinational accounting disclosure management
Multinational accounting disclosure management

Milliman Account

Manage multinational accounting disclosures with automated validation and report consolidation.

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Ask the tough questions. We’re ready for them.

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