Pension Plan Solutions

Simplifying the complex with an integrated team and cost-effective solution

We understand the responsibility and risk that comes with offering a defined benefit (DB) pension plan. Successfully managing your organization’s pension plan means having access to an integrated team that proactively addresses your challenges expertly, efficiently and cost-effectively.

Your top challenges

Cost Effectiveness	Management & Administration	Investment Oversight	Compliance & Fiduciary Obligations	Employee Appreciation & Engagement
Reduce plan costs Lessen liabilities to the organization	Day-to-day administrative support Online self-service Accurate calculations Efficient benefit election processes	Management and knowledge Plan funding Reduce risk to the organization	Actuarial insights Plan complexity Fiduciary knowledge Efficient benefit election processes	Employee education to enhance understanding of pension plan Employee loyalty Employee recruitment and turnover

At USI Consulting Group (USICG), we provide dedicated resources for our pension clients across all industries and types of employers. We are national pension plan experts who happen to be around the corner. Your corner.

Our integrated team includes actuaries, investment advisors and administration experts. Working together, we support the complex needs of our clients and provide customized strategies that align with your plan’s investment goal and risk tolerance. We do not sell any investment products, so our consultants can offer unbiased advice. Our experience has shown that this approach produces the most appropriate cost-effective end result with increased investment flexibility.

USICG has a long history of developing successful cost-effective solutions to drive positive outcomes for you and your employees, including:

Manage & mitigate risk through actuarial & fiduciary oversight	Ease administrative burden, saving time & money for your organization	Enhance employee education to improve retirement readiness & financial wellness	Offer cost-effective, competitive plan to attract & retain talent

* USI Consulting Group has been recognized as one of the 10 largest defined benefit administration service providers in PLANSPONSOR’s 2021 Defined Benefit Administration Survey, as measured by both participants and numbers of plans fully outsourced.

Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. Both USI Advisors, Inc. and USI Securities, Inc. are affiliates of USI Consulting Group. | 1023.S0301.0019