Retirement & Benefit Solutions
Employee stock ownership plans (ESOPs)
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.
Milliman employee stock ownership plans solutions
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.
Compliance
We develop a thorough knowledge of your demographics, administrative processes, and culture--adding value in the delivery of numerous services.
Repurchase liability studies
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.
Custom communication
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.
Find a pathway to retirement plan allocations
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.
Milliman employee stock ownership plans insight
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.