USI Consulting Group (USICG) has been ranked number one by Hartford Business Journal in the category of largest employee-benefits consultants in the Hartford region. The firm has 95 local consultants, 4,100 total consultants, 165 local employees and 9,000 total employees under its parent company, USI Insurance Services.
In addition, USI Advisors, Inc. (USIA) has been ranked number one for top wealth management firm in the Hartford region. USIA is an affiliate of USICG and is a Securities and Exchange Commission (SEC) registered investment advisor. The firm has $7,577,095,453 local assets under management, $35,346,912,666 total assets under management, 22 local licensed advisors and 87 total licensed advisors across the United States.
Since 1975, USICG has provided retirement plan advice, consulting and administrative services to over 3,800 retirement plan clients and 450,000 participants with $35.5 billion of plan assets.
Commenting on the recognition, USI Consulting Group President and CEO, Bill Tremko stated: “We are proud to once again be listed as a leading national benefits consulting firm and the largest such firm in the Hartford region. Our size allows us to provide an unparalleled depth of retirement plan consulting and benefits administration expertise and resources to our valued clients.”
About USI Consulting Group
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefit administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.
About USI
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. USI connects over 8,000 industry-leading professionals from approximately 200, offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com or follow us on LinkedIn, Facebook or Twitter.
USI Insurance Services (“USI”), a world leader in risk management, employee benefit and retirement consulting, today announced the acquisition of Noblesville, Indiana-based Ritman & Associates Inc. (“Ritman”). Founded in 1989, Ritman specializes in the delivery of insurance solutions for lawyers and professionals, small businesses and individuals. The company’s operations will be combined with USI Affinity, USI's program business division, providing insurance, financial and risk management services to affinity organization members. Terms of the transaction were not disclosed.
Commenting on the new partnership, Ritman & Associates President, Jennifer Ritman, stated: “For over 30 years, our primary focus at Ritman has been to understand the unique business needs of our clients and to support them with a tailored suite of insurance and risk management solutions. By joining forces with USI Affinity, we will continue to put the needs of law firms and small businesses first by providing our clients expanded access to USI’s best-in-class resources, including solutions specifically tailored for attorneys.”
USI Affinity’s Senior Vice President and Professional Liability Practice Leader, Mike Mooney, added: “We are thrilled to welcome Jennifer and the entire team from Ritman to USI Affinity. Together, we look forward to continuing to enhance our legal malpractice suite of products while expanding our presence in both new and existing territories.”
About USI Affinity
For over 75 years, USI Affinity has developed, marketed and administered programs to deliver unique advantages in insurance coverage, price and service. USI Affinity markets and administers insurance programs for over 440 organizations nationwide, representing more than 22 million association, union and alumni members. USI Affinity is a division of USI Insurance Services. For more information about USI Affinity, please visit www.usiaffinity.com.
About USI
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 9,000 industry-leading professionals from approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit www.usi.com or follow us on LinkedIn, Facebook or Twitter.
USI is proud to be recognized as one of Insurance Journal’s 2022 Best Agencies to Work For. This industry recognition is based entirely on employee nominations and reflects the generosity of our exceptional USI team members. USI’s SVP and Chief Human Resources Officer, Kim Van Orman, shared: “We are extremely grateful to our team members for nominating USI for this exciting workplace recognition, and for the strong sense of passion and commitment they bring to our firm each day.” Read more.
USI Insurance Services (“USI”), a world leader in risk management, employee benefit and retirement consulting, today announced the acquisition of Tulsa, Oklahoma-based Beasley & Company. Founded in 1992, Beasley & Company is a regional benefit consulting firm specializing in retirement, executive compensation and health & welfare benefit plans. The company’s operations will be combined with USI Consulting Group, a division of USI, and a premier provider of defined contribution and defined benefit plan consulting and administration services. Terms of the transaction were not disclosed.
Commenting on the announcement, Beasley & Company CEO, John Beasley, stated: “Over the last 30 years, Beasley has built a strong reputation for delivering creative ideas and decades of industry expertise to help organizations reward their people with customized solutions. USI Consulting Group is an industry-leading retirement plan consulting firm, and I am confident this partnership will further enhance the value and expertise we deliver to our clients each day.”
USI Consulting Group President and CEO, Bill Tremko, added: “We are excited to welcome John and the entire team of professionals from Beasley & Company to the USI family. Together, we look forward to expanding the delivery of USI’s retirement consulting expertise and solutions to our current and future clients.”
About USI Consulting Group
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefit administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.
About USI
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. USI connects over 9,000 industry-leading professionals from approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com or follow us on LinkedIn, Facebook or Twitter.
USI Consulting Group (USICG), one of the nation’s largest retirement and benefit consulting firms, today announced the launch of a new Retirement Readiness Calculator program for retirement plan participants, offering retirement planning and consultation services in partnership with Financial Endurance and Ash Brokerage. Since 1975, USICG has provided plan advice, consulting and administrative services to over 3,800 retirement plan sponsor clients and 450,000 participants with $35.5 billion of plan assets. The new Retirement Readiness Calculator program offers access to advanced planning resources, personalized support, customized solutions and leading financial products to address the lifetime income needs of retiring participants.
“USI Consulting Group is known for providing valuable and cost-effective solutions for retirement plan sponsors and employees. As employees approach retirement, it is important to begin the planning process early,” said Chris Martin, senior vice president, USICG.
The new Retirement Readiness Calculator program is available to all Direct Solutions® program participants for defined contribution (DC) plan service. Participants receive a personalized retirement strategy, including a retirement income needs assessment, recommended basic expense estimates and a retirement income plan using the lifetime income products menu available through Ash Brokerage.
Direct Solutions® is a bundled DC service program that provides independent investment advisory services, comprehensive employee communication and education, cost-effective administration and compliance services delivered by a dedicated team of USICG professionals.
For more information on USICG’s Direct Solutions® program, please visit www.usicg.com or contact Chris Martin at 860.368.2935.
About USI Consulting Group
USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting firm that has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement solutions to meet the changing needs of employers and their employees. To learn more, visit www.usicg.com or follow us on LinkedIn. USICG is a wholly-owned subsidiary of USI Insurance Services (“USI”).
About USI
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. USI connects over 8,000 industry-leading professionals from approximately 200, offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit www.usi.com or follow us on LinkedIn, Facebook or Twitter.
1022.S0111.0003