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403(b) AND 401(k) PLAN CONSULTING |
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- Final 403(b) regulations assistance
- Plan and contract reviews (examination of fees charged to your participants)
- Plan design studies (e.g., modify defined benefit plan and supplement with 403(b) contributions)
- Service provider reviews and searches (e.g., migration to one provider)
- Investment advisory services (streamline investment options and diversification analysis)1,2
- Vendor management assistance (e.g., payroll provider assistance)
- Legal and compliance services (e.g., plan documents,
summaries, etc.)3
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1Investment advice provided by USI Advisors, Inc., a federally registered investment advisor and an affiliate company of USI Consulting Group.
2Diversification does not ensure a profit or guarantee against a loss.
3Neither USI nor its affiliates and/or employees/agents/registered representatives offer legal or tax advice. |
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