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Meet growing needs for innovative insurance solutions while increasing operational health and improving compliance.
Deliver on the promises of the past and create smart solutions for the future.
Manage complex risks using data-driven insights, advanced approaches, and deep industry experience.
This is a place where your ideas and insights make an impact. Where an independent, entrepreneurial spirit is an advantage. And where diversity of thought and experience makes us who we are.
Data-driven insight. Deep expertise. Transformative innovation. Since 1947, Milliman has delivered intelligent solutions to improve health and financial security.
Employee stock ownership plans (ESOPs)
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.
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.
We develop a thorough knowledge of your demographics, administrative processes, and culture--adding value in the delivery of numerous services.
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.
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.
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.
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.
Ask the tough questions. We’re ready for them.