The USI Consulting Group difference

USI Consulting Group (USICG) has been providing retirement plan consulting and benefits administration services to organizations and their employees for over 45 years. What makes us unique is our depth of invaluable resources singularly focused and dedicated to the retirement plan market. We deliver independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. We will be your trusted partner in helping you manage your fiduciary obligations, mitigate risk and stay compliant, with a deep commitment to client satisfaction and delivering superior results.


A customized approach

When you come to us, we don't start with a preconceived notion as to the right solutions. Instead, we work with you to develop a customized approach to meet the needs of your retirement program and your organization. We look at where you are now, as well as your long-term goals and examine how your retirement programs complement your business strategies and their impact on your employees.

We work with you, in a partnership, every step of the way to find cost-effective, practical solutions for your retirement and benefit issues. We analyze the problem, develop creative alternatives, explain them in language that is easy to understand and implement changes as quickly and painlessly as possible.


Following a rough month of April for the markets, the U.S. stock market set aside worries about interest rates remaining high in part because stocks related to artificial-intelligence technology continue to climb.

In addition, our legal update highlights big changes to Form 5500 for the 2023 filing season. Read the full May 2024 Market & Legal Update


As we begin the first steps of our partnership with Burke Group, LLC, we're excited to share a great article from Pat Burke where he discusses the common traits in leaders.

It's important to reflect on the attributes of a successful leader and we most certainly look forward to Pat’s invaluable leadership to help us improve our services and client experience. Read Pat's full article here.

The USI ONE Advantage®

Our approach to delivering client solutions

Learn how USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom line financial impact.