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Retirement & Benefits Solutions

Plan recordkeeping & administration

Overview

Plan recordkeeping & administration solutions

Defined benefit plan administration

Defined benefit plan administration

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Insight

Milliman plan recordkeeping & administration insight

White paper

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.

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Client action bulletin

Retirement savings for long-term, part-time employees: What is changed with SECURE 2.0

We review what has changed for employers in terms of administering retirement savings plans for long-term, part-time employees.
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Article

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.

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Podcast

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.

Article

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.

Article

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.

Article

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.

Milliman plan recordkeeping & administration products

Pension administration & communication

Milliman Actuarial Retirement Calculator (MARC)

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