The USI Consulting Group difference

USI Consulting Group (USICG) has been providing retirement plan consulting and benefits administration services to organizations and their employees for over 45 years. What makes us unique is our depth of invaluable resources singularly focused and dedicated to the retirement plan market. We deliver independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. We will be your trusted partner in helping you manage your fiduciary obligations, mitigate risk and stay compliant, with a 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 to find cost-effective, practical solutions for your retirement and benefit issues. 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.

The five-month streak of markets advancing stalled in August. Our latest market recap highlights how equity markets declined overall despite trading upwards the last few trading days of the month as the market continues to weigh in on the path of interest rates by the Fed.

In more positive news, retirement plan sponsors are getting some relief and guidance. Our legal update features the recent IRS announcement that they have an additional two years to implement the mandatory Roth catch-up provision outlined in SECURE 2.0. Read the full August 2023 Market & Legal Update here.