USI Consulting Group is an industry-leading retirement plan consulting and benefits administration firm focused on optimizing our clients' retirement plans, driving financial wellness for their employees and influencing the
long-term financial success of their organization.

 

We understand the importance of helping employers find cost-effective, practical solutions for their retirement plan issues. We work with you in partnership every step of the way.

USI Consulting Group delivers independent, comprehensive guidance and innovative, flexible retirement plan solutions for more than 3,800 clients nationwide. We help retirement plan sponsors and fiduciaries manage their fiduciary obligations, mitigate risk, stay compliant and avoid added costs and liabilities. Our retirement specialists are experts in their fields with a deep commitment to client satisfaction and delivering superior results.


Suite of Services

Actuarial & Defined Benefit Pension Plan Services

Defined Contribution (DC) Consulting 

Defined Contribution Direct Solutions ® 

Employee Communications & Education Services

Employee Stock Ownership Plan (ESOP)

Direct Recognition VIP Retirement Plan

Investment Advisory Services (including faith-based investments)

Private Client & Executive Benefits Services

Regulatory & Compliance Business Support


Investment advice for institutional accounts provided by USI Advisors, Inc., and securities offered through USI Securities, Inc. USI Consulting Group is an affiliate of USI Advisors, Inc.