USICG Employee Stock Ownership Plan (ESOP) services
Continuous support to help ensure a competitive ESOP
USI Consulting Group (USICG) will be your strategic partner in designing and maintaining an ESOP for your company. Our ESOP experts specialize in complex plan design and deliver custom, full-service consulting and administration solutions for both stand-alone ESOPs and KSOPs.
Every business is unique. From the moment we start working with you, we tailor the process to address your plan’s specific requirements. We can assist you in all phases of implementation of new ESOPs, restructuring mature plans or assume consulting and administrative responsibilities for current plans. We partner with you and your current advisors to provide:
Objective, unbiased consulting
Personalized, consultative approach
Overview of USICG services
We offer a full menu of services for maintaining and communicating an ESOP to help employers deliver competitive employee benefits, maintain plan compliance, support long-term business needs and goals and reinforce an ownership culture.
Recordkeeping and administration
New ESOP consulting and feasibility analysis
Plan design consulting
Compensation and total rewards consulting
Compliance testing and filings
Repurchase liability analysis
Flexible distribution and diversification processing
Employee education and custom communications
ESOP-focused call center with industry leading technology
Employee and employer online portal
Comprehensive services to manage your 401(k) plan
How USI Consulting Group can help
USI Consulting Group is your trusted partner with a strong commitment to customer satisfaction. We will work with you to structure your plan to maximize benefits for your company, employees and stockholders.
If you are interested in learning how your organization can benefit from our ESOP and/or 401(k) solutions, please reach out to us at firstname.lastname@example.org.