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  USI Advisors, Inc. is One of the 2017 PLANADVISER Top 100 Retirement Plan Advisers
     
 

USI Advisors, Inc. (“USIA”) has been named as one of the 2017 PLANADVISER Top 100 Retirement Plan Advisers. The firm was named in the category of Mega Teams With More Than 250 Retirement Plans Under Advisement. The firm is one of only twelve Mega Teams selected for the whole country.

To help readers learn about the evolving retirement plan adviser marketplace, sister publication PLANSPONSOR introduced a “Most Successful Advisers” list, recognizing 25 individual advisers who had a sizeable book of business in terms of retirement plan assets under advisement (AUA). That list has morphed into the annual “PLANADVISER Top 100 Retirement Plan Advisers,” which includes individual advisers, but also adviser teams, ranging from small, single-office teams to mega firms.

To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. As they did last year, instead of having advisers select a category in which to compete—with the potential for gaming the system—they defined categories by the number of advisers and number of total employees, including support staff, in one’s practice. Those figures assigned advisers into the following categories: individual adviser – meaning one adviser with support staff; small team – a group of two or more advisers and support staff, the total not exceeding 10; large team – a group of 11 to 35 advisers and support staff; and mega teams – 36 or more team members. This year’s list includes 17 individuals, 42 small teams, 29 large teams and 12 mega teams.

“USIA is honored to be amongst the top 100 Retirement Plan Advisors and top 12 Mega Teams, a reflection on the knowledge, dedication and commitment of our employees working to meet and exceed the needs of our loyal clients,” said Michael Welz, President and Chief Investment Officer of USI Advisors, Inc.

“USIA consults nationally and exclusively with endowments and retirement plan sponsors of defined benefit, defined contribution and executive compensation programs. We are proud that a large and growing number of organizations look to us as their trusted advisor for investment consulting,” said Bill Tremko, President & CEO of USI Consulting Group.

About USIA
USIA is a registered investment adviser with the Securities and Exchange Commission and is a wholly-owned subsidiary of USI Consulting Group. As a registered investment adviser, USIA provides its clients with the perspective, counsel and support needed to fulfill their fiduciary obligations including the review of investment options and fee structures.

About USI Consulting Group
USI Consulting Group is a premier provider of defined contribution and defined benefit plan consulting and administration services, as well as health and welfare administration. It is the parent company of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI, Inc. (an Onex Corporation private equity partner).  Additional information may be found at www.usicg.com.

About USI Insurance Services
USI is a top 10 insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over $1.0 billion in revenue, more than 4,400 professionals and operates out of nearly 140 local offices serving every state. USI has become a premier middle market insurance brokerage firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary analytics, networked resources and enterprise planning to create customized solutions with positive, bottom line impact. The value of USI, and our ability to attract best-in-class industry talent while providing superior solutions and services to our clients and our communities, is achieved through the collaboration and expertise of our local teams. For more information visit usi.biz.

Investment advice provided to the Plan by USI Advisors, Inc.
Under certain arrangements, securities offered by USI Securities, Inc. Member FINRA/SIPC
95 Glastonbury Blvd., Glastonbury, CT  06033  |  860.652.3239  | 1017.S0420.0060

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