Cash Balance Plan Solutions
Retirement Plan Solutions for Business Owners and Professional Service Groups
Each business has its own unique financial characteristics
Customized retirement solutions
Related insight
Why are Cash Balance Plans used to supplement 401(k) plans for higher-paid employees?
Understanding the benefits and advantages of Cash Balance Plans
Market Based Cash Balance (MBCBP): Frequently Asked Questions
Ten questions that most frequently come up when employers are deciding whether to sponsor a cash balance plan.
Cash balance plans and variable annuity pension plans
Why plan sponsors are taking a fresh look at hybrid defined benefit plan designs
Cash balance plans: Frequently Asked Questions
Cash balance plans blend the features of a traditional defined benefit retirement structure with the look and feel of a 401(k)/profit-sharing plan.
Nondiscrimination testing: Minimum allocation gateway
A defined contribution (DC) plan can test on a benefits basis if it meets a certain criteria.
Retirement Plan Solution Services
Retirement Plan Solution Resources for business owners and professional service firms
Cash Balance Plans 101: Overview, Advantages and Disadvantages
Paired cash balance 401k plan solution
Maximize retirement savings and give your team a competitive edge with Milliman’s paired cash balance/401(k) plan.
Defined contribution third party administration (TPA) services
Milliman’s Defined Contribution TPA services make sure your plan runs smoothly and stays compliant with all relevant plan rules and IRS regulations. Our TPA services help you manage everything from routine tasks to complex responsibilities in your defined contribution program.