Article
16 February 2026 - by Tim Connor, Timothy J. Herman, Rex Barker, Nina Lantz
Aggregate funding levels for multiemployer plans rose to 103% at the end of 2025, the highest level in our study’s 18-year history.
Article
24 October 2025 - by Nina Lantz, Abby Kendig, Steven Mariani
This is our final estimate of what the 2026 IRS Limits will be based on the U.S. Bureau of Labor Statistics (BLS) report published October 24, 2025.
Article
12 September 2025 - by Nina Lantz, Abby Kendig
We issue the latest Milliman 2026 IRS Limits Forecast reflecting August inflation data from the Bureau of Labor Statistics.
Article
19 August 2025 - by Tim Connor, Timothy J. Herman, Rex Barker, Nina Lantz
The aggregate funded percentage for multiemployer DB plans reached 100% as of mid-year 2025--the first time the plans have been fully funded since Milliman began tracking the metric in 2007.
Article
13 August 2025 - by Nina Lantz, Abby Kendig, Steven Mariani
We issue the latest Milliman 2026 IRS Limits Forecast reflecting July inflation data from the Bureau of Labor Statistics.
Article
16 July 2025 - by Nina Lantz, Abby Kendig, Steven Mariani
We issue the latest Milliman 2026 IRS Limits Forecast using the most recent inflation data published by the Bureau of Labor Statistics.
Article
11 June 2025 - by Nina Lantz, Steven Mariani
To prepare plan sponsors for upcoming changes to retirement plans, we share our latest 2026 IRS Limits Forecast, using May's federal inflation data.
Article
14 May 2025 - by Nina Lantz, Abby Kendig, Steven Mariani
To prepare plan sponsors for upcoming changes to retirement plans, we share our latest 2026 IRS Limits Forecast, using April’s federal inflation data.
Article
14 April 2025 - by Nina Lantz, Abby Kendig, Steven Mariani
To help plan sponsors prepare for next year's labor costs, we share our first 2026 IRS Limits Forecast, based on recent federal inflation data.
Article
20 February 2025 - by Tim Connor, Timothy J. Herman, Rex Barker, Nina Lantz
Milliman analysis shows aggregate funding levels are nearing 100% due to asset gains in 2024 and special financial assistance.