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