403(b) AND 401(k) PLAN CONSULTING

• 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.