List of Milliman Marc Retirement Recordkeeping Customers
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Since 2010, our global team of researchers has been studying Milliman Marc Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Milliman Marc Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Milliman Marc Retirement Recordkeeping for Retirement Recordkeeping include: Trustage, a United States based Insurance organisation with 4200 employees and revenues of $5.60 billion, Boys & Girls Clubs of America, a United States based Non Profit organisation with 65000 employees and revenues of $5.10 billion, West Hartford Community Television, a United States based Media organisation with 25 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Milliman Marc Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Boys & Girls Clubs of America | Non Profit | 65000 | $5.1B | United States | Milliman Marc | Milliman Marc Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
In 2024, Boys & Girls Clubs of America implemented Milliman Marc Retirement Recordkeeping in the Retirement Recordkeeping category. Milliman administers the Boys & Girls Clubs of America Master Retirement Plan, and the Milliman Marc Retirement Recordkeeping application is used to provide plan-level recordkeeping and administration for that master plan.
The implementation centers on core recordkeeping capabilities typical of the Retirement Recordkeeping category, including participant account maintenance, contribution and remittance processing, compliance testing and reporting, and plan sponsor reporting and portal functionality. Configuration emphasized master plan settings and allocation logic to support statutory testing and consolidated plan-level reporting while maintaining club-level participant accounts.
Operational coverage spans the national network of individual clubs across the United States, with the system supporting retirement and 401k plan administration functions for HR, benefits administration, and finance teams at both plan and club levels. Governance was oriented to centralized plan administration, enabling Milliman to deliver consistent plan services and plan-level controls while providing service access and reporting to individual clubs.
The deployment was positioned to deliver plan-level cost savings and services to individual clubs across the US as part of Milliman’s administration of the Master Retirement Plan, with Milliman Marc Retirement Recordkeeping serving as the centralized recordkeeping engine for the organization.
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Trustage | Insurance | 4200 | $5.6B | United States | Milliman Marc | Milliman Marc Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023, TruStage implemented Milliman Marc Retirement Recordkeeping. The deployment is delivered via Milliman's MARC participant portal, evidenced by a branded Milliman MARC login for TruStage, and provides participant-facing pension benefit estimates and self-service capabilities for US employees in HR and retirement functions. This implementation places Milliman Marc Retirement Recordkeeping at the center of TruStage's Retirement Recordkeeping for participant estimation and participant website capabilities.
Functional modules inferred from the branded portal include participant pension estimation and a participant website for account access and benefits projection. The architecture is portal-centric, exposing participant self-service workflows to US-based employees and aligning with HR and retirement benefit administration processes. The public evidence for the implementation is the branded Milliman MARC login page hosted at the TruStage MARC URL.
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West Hartford Community Television | Media | 25 | $2M | United States | Milliman Marc | Milliman Marc Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
In 2024, West Hartford Community Television initiated implementation of Milliman Marc Retirement Recordkeeping. The Town of West Hartford FY2025 budget documents identify a launch of the MARC pension administration system, stating the platform will enable employees to run pension estimates and to facilitate valuation processes, and positioning Milliman Marc Retirement Recordkeeping as the municipality's Retirement Recordkeeping solution for pension administration and participant self-service.
The implementation emphasizes participant-facing estimate capabilities and core pension administration functions consistent with Retirement Recordkeeping systems, including benefit calculation workflows, participant account access for estimate generation, and actuarial valuation support for HR and finance staff. Configuration will focus on participant self-service portals and administrative workflows to capture member data and produce census and valuation outputs needed by municipal actuarial processes.
Operational scope covers municipal HR and finance functions, with the rollout timed through the town budget cycle and aimed at enabling employees to run estimates and supporting valuation activities as stated in the budget goals. Governance attention is implied by the budget-driven launch, with process changes expected around pension estimate requests and valuation data provisioning to support ongoing pension administration and actuarial reporting.
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