The USI Consulting Group Difference

USI Consulting Group (USICG) has been delivering retirement consulting and administration services to organizations and their participants for over 40 years. We offer innovative solutions to mitigate risk, stay compliant and protect plan sponsors and fiduciaries with deep commitment to client satisfaction and delivering superior results.

A Customized Approach

When you come to us, we don't start with a preconceived notion as to the right solutions. Instead, we work with you to develop a customized approach to meet the needs of your retirement program and your organization. We look at where you are now, as well as your long-term goals and examine how your retirement programs complement your business strategies and their impact on your employees.

We work with you, in a partnership, every step of the way. We analyze the problem, develop creative alternatives, explain them in language that is easy to understand and implement changes as quickly and painlessly as possible.

USI Consulting Group’s Michael Welz Speaks to PLANSPONSOR on Plan Investments

USI Advisors’ President & Chief Investment Officer, Michael Welz, recently spoke with PLANSPONSOR to weigh in on Essential Considerations for DC Plan Investment Lineups. “Over the last 10 years, if we asked clients ‘What is the purpose of your plan?’ in 99% of cases, it would be ‘to help participants grow assets,’” Welz said. “It’s only been in the last few years that decumulation has become a purpose.” Read the full article.