Defined contribution plans

By Charles Hodge  |  09 March 2018

Is bitcoin an appropriate investment vehicle for retirement plan sponsors?

By Ryan Coonley  |  05 March 2018

When plan sponsors undergo mergers or acquisitions, timelines are often compressed and a specialized third party may not be able to coordinate payroll programming.

By Milliman Employee Benefits Research Group  |  07 February 2018

Key administrative dates and deadlines for defined contribution retirement plans subject to ERISA and the Internal Revenue Code.

By Milliman Employee Benefits Research Group  |  05 February 2018

CAB 18-1: The Pension Benefit Guaranty Corporation’s recently released final rule updating the agency’s regulations on missing participants in terminated single-employer defined benefit plans newly extends the program to retirement plans not previously covered.

By Kari Jakobe  |  04 December 2017

This article summarizes some of the approaches commonly used by retirees to convert their lump-sum distribution into a lifetime of retirement income.

By Milliman Employee Benefits Research Group  |  07 November 2017

Monthly benefits news and developments in the United States.

30 October 2017

Milliman assists a client in revamping a retirement plan through design elements and procedural policies.

By Milliman Employee Benefits Research Group  |  29 August 2017

CAB 17-1: P.L. 115-35, a bill “disapproving” a Department of Labor final rule that permitted states to create retirement savings programs for nongovernmental workers whose employers do not sponsor a retirement plan, was recently signed into law.

By Wade Matterson, Richard W. Holloway, Paul Sinnott, Michael Daly  |  05 May 2017

This report sets out perspectives and an analysis of the current and future state of the market for retirement income in Asia Pacific.

By Dominick Pizzano  |  28 February 2017

Milliman steps in to help a telecommunications company that was not receiving concerted consulting support.

By Katherine Smith  |  28 February 2017

Milliman conducted a comprehensive fiduciary review for a client that was growing aggressively.

By Danny L. Quant  |  31 January 2017

Milliman consultants work together around the world to provide actuarial services to a global company.

By Milliman Employee Benefits Research Group  |  13 January 2017

Key administrative dates and deadlines for defined contribution retirement plans subject to ERISA and the Internal Revenue Code.

14 December 2016

Redesigning employer schemes could help address ageing populations, unsustainable income costs and a lack of adequate personal savings.

By John Donohue  |  21 November 2016

This paper explains the merits of moving the defined contribution plan from a balance forward, periodic-valued, trustee-directed plan to a daily-valued, self-directed plan that participants can view and monitor every day in order to make more informed decisions about their retirement.

06 August 2016

The eligibility rules of a 401(k) plan have significant implications for plan sponsors.

By Jinnie Olson, Matt Kaufman  |  29 July 2016

This issue features “Helping employers in their retirement: 401(k) decisions, decisions, decisions!” and “Helping 401(k) plan participants calculate withdrawal rates in retirement.”

By Kelly S. Coffing  |  07 June 2016

The Milliman Sustainable Income Plan^™ (SIP) keeps liabilities and assets in balance while dramatically reducing the chance of retiree benefit decreases.

By John B. Wukitsch, Neil Hagin  |  13 May 2016

A peer group analysis is used to demonstrate the competitiveness of a company’s retirement program.

By Milliman Employee Benefits Research Group  |  21 March 2016

Key administrative dates and deadlines for defined contribution retirement plans subject to ERISA and the Internal Revenue Code.