Expertise to simplify complex plan compliance issues and mitigate risk

Gain peace of mind knowing that your plan is being operated in compliance with applicable rules and regulations with USI Consulting Group’s Plan Compliance team, including in-house ERISA attorneys, who are well positioned to provide your organization with expert guidance on new developments and ongoing requirements of retirement plans. We bring years of experience in applying constantly changing, complex rules to important corporate benefit programs in a creative, business-oriented and practical manner.

We keep a close watch on legislative and regulatory changes, analyze the potential impact of these changes and assist employers to adjust their business planning and retirement plan decision making.

In addition, our services include:


Annual compliance testing


Fiduciary consulting and training


Plan operation review


Operational/historical plan defect corrections


Recordkeeping and administration review and audit


Mergers and acquisition due diligence consulting