Legal actions, regulatory changes and marketplace forces are making unprecedented demands in the defined contribution retirement plan marketplace. We are here to help guide you and your participants through this new defined contribution marketplace era.
We offer a wide range of customized services for your plan. Our services are designed to help you attain the highest levels of fiduciary compliance in an efficient and cost-effective manner. 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 and Service Provider Search & Audit.
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.