Legal actions, regulatory changes and marketplace forces are making unprecedented demands in the defined contribution (DC) retirement plan marketplace. USI Consulting Group is here to help guide you and your employees through this new DC marketplace era.

We provide a broad range of consulting services relative to your retirement plan’s investments, ongoing operations, service provider arrangement and your organization's objectives. We act as a liaison between you and your service provider, enabling your retirement program to run in a compliant, competitive and efficient manner while helping you fulfill your fiduciary responsibilities as a plan sponsor. At the same time, we can help assist you in establishing a program with investment selections that are structured to help your employees achieve their retirement goals.

We can support you and help meet these new challenges by offering key services, including:

  • Employee communications
  • Investment advisory consulting
  • Plan management
  • Regulatory & Compliance support
  • Service provider search & audit
  • Plan design & Employee education strategies

 

Investment Advice for institutional retirement plans provided by USI Advisors, Inc. | Securities offered to the plan through USI Securities, Inc. Member FINRA/SIPC | 95 Glastonbury Blvd., Glastonbury, CT 06033 (860) 652-3239 | USI Consulting Group is an affiliate of both USI Securities, Inc. and USI Advisors, Inc.

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