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Benefits in Focus newsletter
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The Benefits in Focus webcast series provides education, analysis and opinion on retirement and employee benefit matters of interest to plan sponsors. These presentations are designed for Plan Sponsor Use Only.
Date and Time: To be announced
Click here to be notified of upcoming webcasts
Don't Put All Your Eggs in One Basket-A Look at the
Concept of Diversification2

After experiencing two severe bear markets in just one decade, investors are looking for help to rebuild their portfolios. We will take a look at the benefits of portfolio diversification, analyze common investor misperceptions and discuss various ways plan sponsors can build better portfolios.
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Webcast Date: December 15th
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Year-End Compliance Review
With the end of the year fast approaching, Plan Sponsors will soon be receiving the 2011 Plan Year Compliance Questionnaire from USI Consulting Group and gathering necessary information to satisfy plan compliance requirements.

It is vital for Plan Sponsors to have a thorough understanding of the essential data needed to accurately complete all compliance services. USI Consulting Group is pleased to offer an informational webcast to guide you through the major elements of the Compliance Questionnaire and to review the key data elements required to fulfill your plan’s compliance requirements.
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Webcast Date: November 18th  
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Lifetime Income Solutions
People are living longer than ever before, meaning that unpredictable market performance, higher healthcare costs and rising inflation could impact their retirement nest egg. The reality is many people need help in planning for a comfortable retirement. Planning for retirement requires careful consideration of needs. A careful comparison of primary expenses and anticipated lifetime income should be performed. USI Consulting Group will discuss a program that will help employees assess their primary expense needs and provide a solution for guaranteed lifetime income.
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Webcast Date: October 26th
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Assessing Retirement Readiness
Are your employees ready for retirement? Planning for retirement is more complex than ever and surveys show that many employees are unsure how to determine and then meet their goals. Join USI Consulting Group as we discuss the issues plan sponsors face in providing a suitable retirement program for their employees. We’ll provide insight into current industry trends and solutions for maximizing the retirement preparedness of your employees.
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Webcast Date: October 14th              
Benefits in Focus Webcast: Morningstar Managed Accounts - Rebroadcast
Just in case you missed the recent webcast on August 30th: USI Consulting Group and Morningstar® Associates, LLC are pleased to offer a webcast for defined contribution plan sponsors to discuss the benefits of the Morningstar® Managed Accounts service available through the Retirement Manager platform. Morningstar® Managed Accounts provides professional investment management and ongoing oversight for plan participants’ retirement accounts. In offering investment advisory services to your employees, you gain fiduciary support because Morningstar® Associates accepts responsibility for the advice it provides. Through this suite of tools, participants can select the option that fits their needs — doing it themselves or delegating responsibility to Morningstar® Associates.
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Webcast Date: September 29th
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Understanding Fiduciary Responsibility
ERISA fiduciaries are often said to be charged with the "highest duty known to the law" and face personal liabilities for breaches. As a fiduciary for your retirement plan, what duties and responsibilities do you have? How can you protect yourself against liability? We will answer these questions and provide a roadmap for the establishment of best practices for plan fiduciaries designed to maximize the success of sponsored retirement plans for employees, while limiting fiduciary liability.
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Webcast Date: August 30, 2011
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Benefits in Focus: Market Volatility,
Your Employees and Morningstar© Retirement Manager SM
USI Consulting Group and Morningstar Associates, LLC are pleased to offer a webcast for defined contribution plan sponsors to discuss the benefits of the Morningstar® Retirement Manager, sm , an investment advisory service available through Morningstar Associates – a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. . In offering investment advisory services to your employees, you gain fiduciary support because Morningstar Associates accepts responsibility for the advice it provides. Through this suite of tools, participants can select the option that fits their needs — doing it themselves or delegating responsibility to Morningstar Associates.
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Webcast Date: July 21, 2011
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Annuity Purchases: A Win/Win Strategy
Annuity contracts1 through insurance carriers are options available to
participants of both defined benefit and defined contribution plans. We will examine the strategy behind applying these contracts to retirement plans, the purchase process and the annuity products available to plan sponsors today.
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Webcast Date: June 15, 2011
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Special Topic: USI Consulting Group's 5500 Filing Solution
Starting with the 2009 Plan Year, the Department of Labor has mandated that all Form 5500 filings be submitted using the ERISA Filing Acceptance System 2 (EFAST2). To help you through this process, USI Consulting Group introduced the Form 5500 Web Client in 2010. Please join us for a special Benefits in Focus webcast to review the Web Client service and provide an overview of enhancements to the program.
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           Webcast Date: May 25, 2011
Can Bonds Still be the Safe Haven for Investors?
Following a 30 year bull market in fixed Income investments, many investors consider bonds a safer and less volatile option than equities. However, with interest rates at historic lows and likely to rise, will fixed income investors be prepared for the potential volatility in the market? USI Advisors, Inc. will take a look at past interest cycles, discuss the lessons investors can learn and how plan sponsors can utilize this knowledge to navigate through a potentially choppy fixed income market and provide sound investment options within their plan(s).
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Webcast Date: March 23, 2011
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Regulatory Developments – What Plan Sponsors Need to Know
Sponsors of defined contribution and defined benefit retirement plans are charged with the sometimes daunting task of monitoring the constantly changing statutes, regulations and other official guidance affecting their plans. Do your plan’s documents and operational procedures comply with guidance issued in 2010? Is there anything you should be doing to prepare for changes that are expected in 2011?
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1Annuity contract guarantees are backed by the claims paying ability of the issuing insurance company.

2Diversification does not guarantee against a loss, nor does it guarantee that a diversified portfolio will outperform a non-diversified portfolio.

The information presented in these webcasts is for general information and should not be relied upon as your sole source of information.  We do not provide legal or tax advice.  Before taking any action, please seek advice specific to your situation from qualified legal and/or tax professionals.
Investment Advice provided to the Plan by USI Advisors, Inc.
For certain retirement plan arrangements, Securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 (860) 652-3239.
Both USI Advisors, Inc. and USI Securities, Inc. are wholly owned subsidiaries of USI Consulting Group. (03.2011.060)

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