"What impresses me most is their knowledge and their relationship skills. I brought in USI at a time when I was hired as the Chief of HR. I don’t regret the selection at all. At the time our Retirement accounts (403 B and 401 A ) were a mess. And they were very complicated. USI helped us design a strategy to get out of the mess. From designing a plan that worked best for us to implementing a 401k plan. We are not pension experts here, however they are and they proved to be.
We had some audit flags at the time and USI helped us resolve the issues with our employees, with the IRS and with the Auditors. I can’t say enough about them. They proved to be like staff. And did much of the heavy lifting. Which was well needed given the small size of my staff and 500 plus employees.
Last year our auditors applauded USI for their diligence and improvement of managing our retirement accounts.
We are so pleased with them. We have an excellent relationship with our account reps. The website is useful and user friendly. We do manage the investment portfolio with their expertise and guidance.
They are always at our beck and call when we need them. I have nothing but great things to say about them and it works for our company!"
- Health Care client for 7 years.
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