Plan recordkeeping & administration
Plan recordkeeping & administration solutions
Defined benefit plan administration
Learn moreMilliman plan recordkeeping & administration insight
Market Based Cash Balance Plan (MBCBP): Frequently Asked Questions
We answer some FAQs to help employers decide whether to sponsor a market-based cash balance plan.
Retirement savings for long-term, part-time employees: What is changed with SECURE 2.0
Year-end compliance issues for single-employer DB and DC retirement plans
We recap the compliance issues single-employer DB and DC plans should address by the end of 2022.
Critical Point Episode 38: Surprises and obstacles SECURE 2.0 could present for plan sponsors and HR professionals
We discuss potential surprises and obstacles plan sponsors and HR professionals may face as a results of SECURE 2.0 going into effect.
Is your pension plan ready to terminate?
For plan sponsors that have resolved to terminate their plans, they typically turn their attention to two important factors: financial and operational readiness.
Co-sourced to outsourced: is now the time?
Pension plan administration can be managed through a variety of arrangements: insourced, co-sourced, and outsourced. As insourcing has become less common, plan sponsors are turning to outside vendors to co-source and outsource the administration.
Correcting plan errors
Plan administration errors, or failures, can have serious consequences, including disqualification. Failure to administer a plan in accordance with the plan document and applicable regulations can result in severe tax consequences.