Driving better financial outcomes for your employees

Providing employees with access to employee education pertaining to retirement is an important fiduciary obligation. A well-designed, customized communication plan is one of the most vital aspects of a successful retirement plan. It can raise awareness and, most importantly, help employees understand, utilize and appreciate their benefits.

USI Consulting Group’s (USICG) goal is to develop and maintain an effective education program to help your employees take positive steps toward a successful retirement by providing:

Enrollment & investment education

  • Onsite workshops and webcast/video presentations
  • Customized communications, including comprehensive enrollment kits, payroll stuffers and investment information
  • Award-winning* employee account statement and financial wellness newsletter, highlighting current investment performance information and personalize rate of return

Interactive tools & account access

  • 24/7 online account access to view account details and initiate transactions
  • Morningstar® Retirement ManagerSM provides professional investment account management and guidance
  • Dedicated participant call center provides human touch.

Proven strategy to engage employees

At USICG, we understand the importance of getting employees to participate in your employer-sponsored retirement savings plan, and we’ve developed a proven education strategy to connect with and inspire your employees to:

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Increase employee enrollment

Maximize employee savings contributions

Consolidate employee assets

Improve employees' overall financial wellness, including their retirement readiness

* DALBAR Seal of Excellence in Communications.