Benefits for small business owners
Maximize retirement benefits
Take advantage of higher retirement benefits and targeted designs than are possible with a defined benefit/cash balance approach.
Generate tax savings
Leverage age and compensation profiles of owners and staff for sizeable deductible contributions.
Comprehensive support
Get guidance through every step of the life of the plan, from initial design to ongoing services to distribution of plan benefits.
Trust the experts
Deal directly with actuaries, not salespeople.
Protect your assets
Design qualified pension plans that are beyond the reach of creditors. If you choose an annuity payout, benefits are guaranteed for your lifetime.
Invest freely
Choose any investment product you wish.
Benefits for professional advisors
Work with a partner
Strategize with Milliman to help your clients generate significant retirement savings.
Diversify approaches
Meet individual business needs without cookie-cutter design plans.
Streamline processes
Plan efficiently in real time with your clients.
Maintain independence
Milliman has no stake in the investments – we leave investing to the professionals.
Products related to Small Business Retirement Plan Solution
Milliman Actuarial Retirement Calculator (MARC)
Administer defined benefit and cash balance pension plans with one of the industry's leading retirement planning and communication tools.
Milliman Frozen Plan Solutions
Bring your frozen corporate defined benefit plan from its current state to termination with Milliman’s consulting and modeling services.
Pension Performance Dashboard
See how movements in capital markets affect your pension plan's financial status, with real-time updates on projected funded status, and FAS expense.