The USI Consulting Group (USICG) difference

Every organization is unique in its nature, ideology, future plans and financial goals. USICG conceptualizes customized strategies to help you optimize your resources and goals. Whether you are completely unfamiliar with an ESOP or already have a plan in place but need more efficient administration, we can enter at any stage in the life cycle of the plan.



  Employer support

  • Dedicated and experienced service team to manage all aspects of each plan
  • Tailored services to meet the unique needs of the employer
  • No proprietary products or services
  • Transparent pricing structure



  Employee support

  • Comprehensive and integrated employee experience
  • Call center representatives that understand both 401(k) plans and ESOPs
  • Custom 401(k)/ESOP participant statements
  • Targeted ESOP education and communications

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.



Not receiving our Newsletter?

Stay up to date with retirement insights by subscribing to our email list.