Retirement plan consulting

Enabling your retirement plan to run in a compliant, competitive and efficient manner

We understand the challenges you face in providing an effective retirement program. Your retirement plan concerns go beyond one or two issues. You have numerous priorities that need to be addressed – expertly, efficiently and cost-effectively.

Your top challenges

Plan Compliance & Fiduciary Obligations	Management & Administration	Investment Oversight	Competitive Plan Design	Employee Engagement & Outcome
Plan complexity Regulations and legislative requirements Oversight of fiduciary responsibilities	Efficient vendor management Accurate recordkeeping Effective operations	Investment knowledge Personal liability Company litigation risk	Benchmarking analysis Employee recruitment and turnover Reduce liabilities and costs	Employee participation Increasing employee savings rates Financial impact to company's bottom line

At USI Consulting Group (USICG), your concerns and objectives are the driving force behind our retirement plan consulting services. For over 45 years, our consultants have developed solutions to help guide our clients to successfully achieve their organization’s objectives.

We act as a liaison between you and your service provider to help design and optimize your retirement plan, anticipate trends and manage issues. Whether you have a start-up, a multi-million-dollar plan or a plan with assets in excess of $100 million – our dedicated team and service model supports entities of all types and sizes.