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Retirement & Benefit Solutions

Employee stock ownership plans (ESOPs)

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.

Overview

Milliman employee stock ownership plans solutions

Integrated 401(k)/ESOP administration

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.

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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