We are committed to providing a reliable and consistent service experience with a dedicated team of specialists, including a dedicated transition manager and consulting team, who will oversee the implementation of your plan and provide ongoing administration, consulting, education and compliance support following the transition.

Your team will include:


  • Attorneys
  • Paralegals


Investment Advisory Services*

  • Chief Investment Strategist
  • Investment Analysts



  • Director of Communication Services
  • Communication Associates
  • Education Specialists



  • Account Manager
  • Team Leader
  • Senior Consultant
  • Consultants
  • Administrators


* Investment Advice for institutional retirement plans provided by USI Advisors, Inc. USI Consulting Group is an affiliate of USI Advisors, Inc.

Investment Advice to the plan provided by USI Advisors, Inc. and securities offered through USI Securities, Inc. USI Consulting Group is an affiliate of both USI Advisors, Inc. and USI Securities, Inc.