Defined contribution consulting

We take a holistic approach to defined contribution plan investment consulting and partner with you to help you fulfill your fiduciary obligations. We provide you with independent, professional investment advice; we are not an asset manager, we help manage the asset managers.

We offer high-level investment strategy and consulting services to help you meet your investment and business objectives. These services include:

• Investment policy statement creation
• Program benchmarking
• Cost analysis
• Monitoring & reporting
• Manager searches

Investment Advice for institutional accounts provided by USI Advisors, Inc. USI Consulting Group is an affiliate of USI Advisors, Inc. | 1023.T0118.0006