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Defined contribution third party administration (TPA) services

Overview

Milliman's Defined Contribution TPA services make sure your defined contribution plan runs smoothly and stays compliant with all relevant plan rules and IRS regulations.

Services

Our TPA services help you manage the everything from routine to complex responsibilities of your defined contribution program. Services include:

  • Employer contribution calculations
  • Nondiscrimination and compliance testing
  • Annual Form 5500 and Form 8955-SSA filings
  • Plan and participant-level recordkeeping
  • 401(k) compliance corrections
  • Plan operations and/or compensation review
  • Plan design/merger & acquisition projects
  • Regulatory consulting support

Consider defined contribution TPA services if you want to:

  • Enjoy peace of mind knowing your plan is fully compliant.
  • Benefit from expert plan support and recordkeeping, allowing you to focus on your business.
  • Gain an extension of your team to for customized solutions.
Resources

Small business retirement plan resources

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Cash balance plans 101: Overview, advantages and disadvantages

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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.

Download PDFDownload

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