• Final 403(b) regulations assistance
  • Plan and contract reviews (examination of fees charged to your participants)
  • Plan design studies (e.g., modify defined benefit plan and supplement with 403(b) contributions)
  • Service provider reviews and searches (e.g., migration to one provider)
  • Investment advisory services (streamline investment options and diversification analysis)1,2
  • Vendor management assistance (e.g., payroll provider assistance)
  • Legal and compliance services (e.g., plan documents,
    summaries, etc.)3

1Investment advice provided by USI Advisors, Inc., a federally registered investment advisor and an affiliate of USI Consulting Group.
2Diversification does not ensure a profit or guarantee against a loss.

3Neither USI nor its affiliates and/or employees/agents/registered representatives offer legal or tax advice.