Retirement & Benefit Solutions

Employee stock ownership plans (ESOPs)

Employee stock ownership plans (ESOPs)

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Employee stock ownership plans (ESOPs)
Overview
Insight
Overview

One integrated platform to meet your plan’s unique requirements

Milliman understands the challenges and complexities of ESOPs. We help with the full range of services, including optimized plan design and 401(k) integration, streamlined plan administration and repurchase liability studies, and compliance confidence and custom communication.

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Overview

Milliman employee stock ownership plans solutions

Integrated 401(k)/ESOP administration Compliance Repurchase liability studies Custom communication Find a pathway to retirement plan allocations

Integrated 401(k)/ESOP administration

We offer a single resource to serve all your needs from one service platform. Our full-service integrated solution provides all services from a single source, covering your 401(k) and ESOP plans and employee communication needs.

Compliance

We develop a thorough knowledge of your demographics, administrative processes, and culture--adding value in the delivery of numerous services.

Repurchase liability studies

We help clients identify their future cash flow needs with a repurchase liability study. We analyze the cash flow, recommend changes in distribution options (if necessary), and determine how different stock transaction or administrative practices affect the future cash flow.

Custom communication

Our holistic approach to communication helps foster a deep appreciation of the unique opportunity your ESOP offers, while equipping employees to create successful financial outcomes.

Find a pathway to retirement plan allocations

Milliman InvestMap is a sophisticated software solution that enables plan sponsors to deploy an age-based, asset-allocation strategy for the core funds held within a defined contribution plan.

Insight
Insight

Milliman employee stock ownership plans insight
Article

Repurchase liability studies help ESOPs assess financial impact of distributions on cash flow

Closely-held companies that sponsor an ESOP should strongly consider conducting a repurchase obligation study at regular intervals or when considering a financial transaction involving the ESOP.

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