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DEFINED CONTRIBUTION OUTSOURCING SERVICES |
Success in the end is a result of a strong foundation in the beginning and the success of your pension plan is no different. Your plan’s foundation is its data, data management and application to all aspects of administration and actuarial efforts. USI Consulting Group's Defined Benefit Outsourcing Services includes: |
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- Call center
- Manage the work flow for loans, withdrawals, contribution changes, investment changes, terminations and QDROs
- Distribution trades & check processing
- Employee contribution and loan repayment process management
- Counsel participants on loan, withdrawal and termination rules
- Liaison between participants and plan
- Distribution center for plan materials, enrollment forms, prospectus, etc.
- Participant education & communication
- Provide recordkeeping services
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