Easing your burden so you can focus on what matters most – your business

Retirement plan management can be a full-time job. And a mismanaged retirement plan can result in non-discrimination testing and audit failures, leading to unforeseeable expenses potentially impacting your organization’s financial stability.

USI Consulting Group provides plan management services through a single point of contact that delivers daily ongoing support at both the employer and employee level. Our clients are partnered with a dedicated Relationship Manager who has technical expertise to ensure a high standard of customized service. We deliver independent support and guidance, accurate trouble shooting and timely issue resolution bringing the plan to the stage where it meets its objectives, is compliant and operates smoothly and efficiently.

Our plan management services include:

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Daily plan inquiries and service provider communication

Ongoing plan design and documentation support

Investment education, services, transaction inquiries and processing support*

Coordination and management of all service providers

* Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. Both USI Advisors, Inc. and USI Securities, Inc. are affiliates of USI Consulting Group.