SERVICE DELIVERY

Your plan will be assigned a dedicated transition manager and consulting team who will oversee the implementation of your plan and continue to provide ongoing administration, consulting and compliance work following the transition. Your team will include:

Legal

  • Attorneys
  • Paralegals

Investment Advisory Services*

  • Chief Investment Strategist
  • Investment Analysts

Communication/Education

  • Director of Communication Services
  • Communication Associates
  • Education Specialists

Administration

  • Account Manager
  • Team Leader
  • Senior Consultant
  • Consultants
  • Administrators

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

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.