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  403(b) AND 401(k) PLAN CONSULTING  
Retirement Account Access
Defined Benefit Plan - Actuarial Services
Defined Benefit Plan - Outsourcing & Technology
403(b) and 401(k) Plan Investment & Consulting
Participant Communication & Education
Current Surveys
Survey Results
  • 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

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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