Milliman, Inc.

Firm Profile

Milliman is a professional services firm serving the full spectrum of corporate, governmental, and financial service organizations. Milliman was founded in 1947 and incorporated in 1957. Since then, Milliman has grown, occasionally by merger, but more commonly through the addition of professional staff committed to the principles of the firm. Today the firm has 59 offices worldwide, staffed by approximately 3,000 employees.

KEY CONTACTS
Sales: Kyle Hughes, (214) 863-5069, kyle.hughes@milliman.com

Gerald Erickson, (952) 820-2401, gerald.erickson@milliman.com

Service: Laura Van Domelen, (303) 672-9050, laura.vandomelen@milliman.com

Sandra McGinty, (952) 820-2467, sandra.mcginty@milliman.com

WEBSITE
www.Milliman.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million), Mega (>$250million-$1 billion)

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 12/31/14
401(k): 848/664,109
Defined benefit: 242/1,190,338

PLANS BY CHANNEL (Direct/Advisor): 20/80
Platforms used: Sungard Omniplus

ASSET ALLOCATION FUNDS
Milliman provides a completely open architecture and can accommodate most asset allocation and target date funds.

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors: 5
Internal wholesalers focused on advisors: 4

Compliance support, plan benchmarking

PARTICIPANT SUPPORT SERVICES
Retirement income estimates/projections, rollover services, call center support, smartphone access to participant balances and transactions, online enrollment, online distributions

PLAN SPONSOR SUPPORT SERVICES
Outsourced; recordkeeping, administration, consulting, compliance, actuarial, employee education, communication