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.
How USI Consulting Group can help
USI Consulting Group has extensive knowledge of the small-to-mid market space. Our dedicated team can provide a specialized level of assistance to guide employers through complex regulatory requirements, while easing their day-to-day administrative burden and helping employees reach their retirement goals. To learn more, please reach out to us at firstname.lastname@example.org.
* 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.
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