Catering to the unique needs of retirement plans with assets from Start-up to $7.5M

Running a retirement plan can be complex and burdensome – especially for a small or medium size business. However, it doesn’t have to be expensive or complicated – and it can be crucial in the long-term success of your company and a powerful incentive for your employees.

By partnering with an expert to design your plan, you can offer your employees the ability to save for retirement in a way that best meets their needs as well as your company’s current and long-term goals.

Ease administrative burdens, while helping employees improve their retirement readiness

USI Consulting Group (USICG) has a dedicated team and service model catering to the unique needs and interests of retirement plans with assets from Start-up to $7.5M. We are focused on guiding employers through complex regulatory requirements in order to meet their fiduciary obligations. USICG specializes in identifying the employer’s needs and goals with a focus on plan design, pricing, investments* and employee education.


From a seamless transition to ongoing administration to fiduciary support, we make it easy for employers at every step of the process.

Our core services include:

  • Plan benchmarking to evaluate a retirement plan’s marketplace competitiveness with specific retirement recordkeepers that we identify as providing a strong offering for the employer’s size. Ultimately helping the plan improve their overall pricing, product, technology, investment* and service offering to their employees.
  • Plan design consulting as a Third-Party Administrator, providing guidance on how design decisions impact effectiveness and help solve compliance issues.
  • Small plan product offering specifically designed for Start-up plans to $1M in plan assets. This service provides the highest level of fiduciary oversight and a ‘hands on’ approach that is needed for an employer just starting to navigate the retirement landscape.

* Securities and Investment Advice offered by USI Securities, Inc. Member FINRA/SIPC 860.652.3239. USI Securities, Inc. is an affiliate of USI Consulting Group.