USI Consulting Group

Your dedicated partner for retirement plan solutions

We provide industry leadership and objective advice to help optimize the value of an organization’s retirement plan. With our full range of fiduciary services, investment performance reviews and cost monitoring, we are able to help create a flexible plan positioned for success. Our seasoned team provides guidance on plan design, administration and effective employee communication strategizes to boost enrollment and raise awareness of retirement plan saving imperatives.

PARTICIPANT SERVICE CENTER

Contributing to your employer sponsored retirement plan is one of the most effective ways to prepare for your financial retirement future. To assist you with any questions you might have about your retirement account, please contact one of our Participant Service Representatives, available Monday - Friday between 8:00am and 5:00pm, PT.

EMAIL

get401k@usi.com

Typical response time is within 24 hours.

MAIL

Attn: Participant Service Center
USI Consulting Group - Seattle
601 Union Street, Suite 1000
Seattle, WA 98101-4064

CALL

Direct: 206-676-3320
Toll Free: 866-468-7272 Option 2
VRU: 888-438-4015

If you have set up telephone access through your online account, you may retrieve your retirement account information through our 24-hour AIS voice system. You will be prompted to enter your Telephone Access ID number and PIN.


HELPFUL LINKS

IRS Contribution Limits

USI Consulting Group Holiday Schedule

Account Log-In

Access your retirement plan account online:

Announcements

CONTRIBUTION LIMITS – The Internal Revenue Service has announced the contribution limits for 2023. The contribution limit has increased, and employees may defer up to $22,500 into their retirement plan. For those age 50 or older, the catch-up contribution has increased and you may defer an additional $7,500.