February 2010
USI Consulting Group Provides EFAST2 Solution to Meet Form 5500 Electronic Filing Requirements
Glastonbury, CT – February 2010 – USI Consulting Group is pleased to introduce a new EFAST2 Solution to assist our Direct Solutions® clients in meeting the DOL mandated electronic filing requirements for all retirement plan Form 5500 filings commencing with the 2009 plan year. The new EFAST2 Solution is part of the suite of defined contribution plan services provided through our Direct Solutions® bundled service program. The Direct Solutions® program combines institutional investment advisory services, comprehensive enrollment and education services, accurate recordkeeping and administration, plus professional compliance services; all delivered through a dedicated service team of investment and benefit professionals.
USI Consulting Group will be conducting a webcast to explain the new filing requirements and the affect they have on plan sponsors and auditors, plus a demonstration of the new Form 5500 Web Portal. Attendees will have the option to join the webcast on either Friday, February 26th at 10:00 AM ET or Tuesday, March 2nd at 2:00 PM ET. For more information concerning our EFAST2 Solution and webcast, contact Chris Martin at (860) 368-2935 or chris.martin@usicg.com.
“I am very excited about adding this new element to our list of features included in the Direct Solutions® program. Plan sponsors will have a fast, easy-to-use method of reviewing and submitting their annual plan filings. Both 401(k) and 403(b) benefit managers will find this portal saves them time and makes their plan related tasks so much easier,” said Chris Martin, Senior Vice President of USI Consulting Group.
USI Consulting Group is a premier provider of defined contribution and defined benefit consulting and administration, investment advisory and health and welfare administration services. It is the parent company of both USI Securities, Inc. and USI Advisors, Inc. and a wholly-owned subsidiary of USI Holdings Corporation (a Goldman Sachs Capital Partners Company).
Media Contact:
Kristen Klaus
Phone: 860.652.1020
Email: Kristen.Klaus@usi.biz
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