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Installation Services

A well-designed 401(k) plan meets the needs of both the cooperative and its plan members. During installation of the plan, Milliman assists your cooperative with the selection and design of plan provisions, and performs transition work with respect to plan implementation. Installation services also include:

  • Setting up recordkeeping, web and voice response systems
  • Establishing participant data files for all eligible employees
  • Setting up a trust account
  • Preparing the plan document and summary plan descriptions
  • Securing the Internal Revenue Service (IRS) Favorable Determination letter
  • Preparing and delivering the Co-op 401(k) Plan Administration Manual

Total Retirement Readiness

Use PlanAhead for Retirement and include your pension benefits to help project a more complete retirement readiness picture. For more information, log on to

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