Retirement & benefits solutions
Milliman retirement & benefits services
401(k)/403(b) plan services
Benefit from decades of employee benefits experience and customisable software developed specifically for retirement plans.
Asset allocation
Achieve more consistent returns with impartial, data-driven advice tailored to your needs.
Defined benefit plan administration
Maximise the value of pension benefits to participants using our decades of experience, flexible software tools, and disciplined process.
Defined benefit plan consulting
Meet your goals and business objectives in the face of constantly shifting markets and regulations.
Defined contribution plan administration
Navigate the complicated maze of defined contribution administration to provide accurate recordkeeping, transparency, and compliance.
Defined contribution plan consulting
Succeed with comprehensive services including plan design, mergers, data integrity, and compliance services.
Discretionary investing consulting
Develop appropriate investment policies and strategies with an integrated process to help meet long-term asset allocation and funding goals.
Frozen plan services
Implement a comprehensive, strategic approach to ensure participant benefits are paid while reducing costs.
GASB75 compliance
Adapt to the increased reporting frequency and detail required by new regulations with expert guidance.
Health and welfare administration
Partner with us to implement and manage a benefits administration solution that matches your unique culture.
Investment education
Improve your team's investment knowledge with unbiased, honest viewpoints on a wide range of topics.
Investment policy
Match investment policy to plan needs with independent, objective advice and real-world expertise.
Investment structure
Translate asset allocation decisions into best-in-class investments with a strategic approach informed by advanced modelling.
Mergers & acquisitions
Succeed with purchase and divestment of healthcare and insurance assets, whether a single line of business or an entire company.
Milliman compensation and benefits surveys
Meet any need for executive and non-executive compensation data with 30 years of data and experience.
Milliman Managed Risk Strategy
Stabilise the volatility of an investment portfolio during periods of significant and sustained market declines.
Milliman Sustainable Income Plan
Get the best of both worlds with an innovative retirement plan design combining the benefits of defined benefit and defined contribution plans.
Multiemployer services
Address the issues raised by shifting demographics, increasing regulatory demands, and steadily rising costs.
Nonqualified plans
Review compensation plans for 409A compliance and communicate effectively with affected employees.
Participant education
Attract and retain top talent with integrated, personalised employee communications that help employees make informed benefit decisions.
Retiree medical
Fund and manage retiree medical and post-retirement benefit programs effectively and meet financial disclosure requirements.
Strategic rewards
Motivate and retain employees by linking pay to performance and finding the best balance of benefits and salary.
Total retirement outsourcing
Simplify retirement plan administration while enhancing employees’ understanding and value of their retirement program.
Workers compensation
Develop customized workers’ comp solutions that save time and money with state-specific data and expertise.