Plan services details
Boys & Girls Clubs of America Master Retirement Plans services
Conversion or installation services
Milliman will guide and manage the entire implementation project from start to finish. You will benefit from Milliman’s expertise and client-oriented service for a streamlined, efficient conversion or implementation.
Administrative services
The Milliman Boys & Girls Clubs of America Master Retirement Plans gives administrators the power of a client-centric technology model that streamlines data management, participant services, plan administration, and multi-plan reporting into one dynamic infrastructure resulting in high quality, accurate record-keeping services.
Milliman’s Boys & Girls Clubs of America Master Retirement Plans delivers top-notch record-keeping services for daily and periodic activities such as:
- Updating accounts with investment results and other trust activity
- Investment fund transfers and other activity
- Access to benefit service representatives
- Processing participant-initiated activities
- Monitoring contribution limits
- Quarterly statements and demographic reporting
- Annual compliance testing and reporting (including 5500 and 1099 R forms)
Participant success
Through personalized communication, we help participants track their progress toward retirement readiness. The education program includes:
- Enrollment kit, which includes required notices
- Targeted communication program to help participants make the right decisions
- Interactive website with planning, education, and transactional functionality
- Live and recorded educational sessions
- Mobile app with transactional functionality
- Benefits Service Center with representatives available by phone or webchat, Monday through Friday from 7 a.m. to 7 p.m. central time.
