Introduction
Milliman, Inc.*
www.milliman.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #27 | $32,508 | |||
401(k) | Not reported | |||
403(b) | Not reported | |||
457 | Not reported | |||
NQDC | Not reported | |||
All Other | Not reported |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #30 | 743,430 | |||
<$10MM | 42,126 | |||
$10MM – $50MM | 132,582 | |||
>$50MM – $200MM | 234,456 | |||
>$200MM – $1BMM | 320,369 | |||
>$1B | 13,897 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 10 |
Will act as §3(16) fiduciary | No |
Participant Services | |
---|---|
Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | Yes |
Mobile app | Yes |
Managed account options | Morningstar/Ibbotson; ProManage; Russell ARA |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Omni† |
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*Milliman recordkeeps all plan types but was unable to segment results for publication. †Data has been updated/revised since initial publication in PLANSPONSOR magazine. |