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.

Following a difficult 2022 and a promising recovery in January 2023, stocks finished lower for the month, with all three major U.S. indices closing out a volatile February in the red. Accordingly, the S&P 500 Index fell 2.4%, the Dow Jones Industrial Average shed 3.9%, and the NASDAQ lost just over 1%. Overseas, the MSCI EAFE Index lost 2% while the MSCI Emerging Market Index reversed course and dropped almost 6.5%.

As part of our ongoing efforts to summarize certain provisions of the SECURE 2.0 Act of 2022 (SECURE 2.0), this month’s update is focused on the provision which expands the ability to self-correct retirement plan failures under the IRS’ correction program, Employee Plans Compliance Resolution System. Read the full February 2023 Market & Legal Update here.