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.

On December 29, 2022 (the "Enactment Date"), the SECURE 2.0 Act of 2022 ("SECURE 2.0") was signed into law. SECURE 2.0 is an enhancement to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 ("SECURE Act") and includes both mandatory and optional changes to the rules governing various types of retirement plans, such as defined benefit plans, 401(k) plans, 403(b) plans, governmental 457(b) plans and Individual Retirement Accounts ("IRAs"). While most of the SECURE 2.0 changes will not become effective until 2024 or later, certain (mainly optional) provisions are effective as of the Enactment Date. Read the full summary of SECURE 2.0 provisions here.