Retirement & Benefit Solutions

Employee stock ownership plans (ESOPs)

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OVERVIEW

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.

Learn how Milliman’s ESOP solutions support your company’s retirement goals.

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SERVICES

Milliman employee stock ownership plan (ESOP) solutions

Integrated 401(k)/ESOP administration
Compliance
Repurchase liability studies
Custom communication

Integrated 401(k)/ESOP administration

Milliman delivers integrated ESOP and 401(k) solutions from a single-source service platform, including comprehensive services and employee communication.

We also offer balance forward recordkeeping for stand-alone ESOPs with flexible valuation options.

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INSIGHT

Milliman employee stock ownership plan (ESOP) 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.

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Employee stock ownership plans (ESOPs)