We help you select, negotiate and monitor the service providers that support your defined contribution retirement plans. Utilizing a proprietary database, our Service Provider Search & Audit services are designed to help identify the right service provider for you, your retirement plan and your participants. Our process screens service providers, saves you time and delivers real results-oriented value for you and your participants. Our proprietary database of industry-leading service providers is rigorously audited and continually updated.

The Service Provider Search & Audit process provides you with an evaluation of:

  • Your goals
  • Quality and diversification* of investment options
  • All fees and expenses paid by you and your participants
  • Strengths and weaknesses of each service provider
  • Annual re-evaluation of your service provider

* Diversification does not ensure a profit or guarantee against a loss.

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