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The law altered the retirement landscape. We break down the impact on defined contribution and defined benefit plans.
Automatic enrollment. Higher catch-up contributions. Expanded eligibility for part-time employees.
Designed to help Americans save for the future, the SECURE 2.0 Act made many changes to employer-sponsored retirement programs. Our research guides plan sponsors through these provisions, so they can help secure their employees’ retirement.
A look at the major changes to defined contribution and defined benefit plans.
SECURE 2.0 includes new provisions for employee and employer plan contributions. This article walks plan sponsors through five of them.
Despite the focus on defined contribution plans, SECURE 2.0 also includes changes affecting defined benefit plans. We explore the top three.
Milliman retirement experts discuss the new law’s impact on defined contribution plans.
Milliman employee benefit experts discuss the potential impact on veteran employees, the future of corporate DB plans, and the Act’s other implications for pensions.
Our latest Benefits Alert contains information about two expected key corrections for SECURE 2.0 impacting employer-sponsored defined benefit and defined contribution plans.
We review recent IRS guidance related to long-term, part-time (LTPT) employee rules for cash or deferred arrangements (CODA) under section 401(k).
On July 14, 2023, the Internal Revenue Service (IRS) issued Notice 2023-54, providing guidance related to certain required minimum distributions (RMDs) for 2023 and transition relief.
This Client Action Bulletin reviews the increase to the mandatory cash-out limit under the SECURE 2.0 Act of 2022 for tax-qualified, employer-sponsored DB and DC plans.
Recent changes in federal law addressing how plans may recoup overpayments provide enhanced protection for participants while presenting a mixed bag for plan sponsors.
We summarize the key takeaways from the new IRS interim guidance on the…
With the enactment of SECURE 2.0, we break down how the required minimum…
Milliman has an established expertise in WUI risk analysis through extensive…
Seven actions due from federal agencies provide insight on the state of U.S.…
We highlight seven key provisions of The SECURE 2.0 Act regarding withdrawing…
While SECURE 2.0’s auto-enrollment feature would help people save for…
Our collection of articles helps DC plan administrators resolve and avoid common compliance errors, including late deposits, lost earnings, and missed deferral opportunities.
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.
Empower your retirement plan to achieve your business objectives through our state-of-the-art outsourcing services combined with leading-edge financial wellness education.
Administer defined benefit and cash balance pension plans with one of the industry's leading retirement planning and communication tools.
Deploy an age-based asset allocation strategy for the core funds held within a defined contribution plan.
The RISE Score™ provides an intuitive and easy-to-use way to determine potential gaps in retirement income and gauge retirement readiness.
A comprehensive package, the Small Business Retirement Plan Solution includes design, actuarial services, plan document, government filings, and administration.
We create individual solutions that address our clients’ specific plan recordkeeping and administration needs.
Maximize the value of pension benefits to participants using our decades of experience, flexible software tools, and disciplined process.
Meet your goals and business objectives in the face of constantly shifting markets and regulations.
Increase the effectiveness of employee communication using our creative, consultative approach and full-service capabilities.
The Milliman Financial Wellness suite delivers engaging education, services, tools, and experiences to build financial literacy and inspire positive behaviors.
We’re here to help you break through complex challenges and achieve next-level success.