RECORDKEEPING & ADMINISTRATION

Direct Solutions® is designed to link accounting and payroll activities to provide a complete reconciliation of assets, including employer and employee contributions. Advanced technology ensures client data will be transferred efficiently, with timely transaction processing and easy access to participant information.

Our recordkeeping system utilizes a transactional database, maintaining a participant transaction history from inception, and is built around direct electronic linkage to an integrated investment trading platform as well as to the VRU and Internet site. Key features of Direct Solutions® include:

  • Complete recordkeeping/administrative services
  • Comprehensive plan management reporting
  • Compliance testing
  • Trustee & custodial services
  • Regulatory consulting & compliance services
  • Plan documentation & design
  • Annual plan review

Investment Advice to the plan provided by USI Advisors, Inc. and securities offered through USI Securities, Inc. USI Consulting Group is an affiliate of both USI Advisors, Inc. and USI Securities, Inc.