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 resources singularly focused and dedicated to retirement plan consulting. We deliver independent, comprehensive guidance and innovative, flexible retirement 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.

USICG’s Michael Welz speaks to PLANSPONSOR on retirement plan investment considerations

Michael Welz, President & Chief Investment Officer at USI Advisors, recently spoke with PLANSPONSOR to weigh in on essential considerations for defined contribution 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.