Liability-Driven Investing (LDI) — What you need to know now
Join us for our next webinar (eligible for SHRM credit) on Thursday, November 14th as we team up with The Wagner Law Group to discuss the benefits of LDI and demonstrate a proprietary tool that shows how interest rates can affect a pension plan's funded status.
Simplifying the complex with an integrated team and cost-effective solution
We understand the responsibility and risk that comes with offering a defined benefit (DB) pension plan. Successfully managing your organization’s pension plan means having access to an integrated team that proactively addresses your challenges expertly, efficiently and cost-effectively.
Your top challenges
Cost Effectiveness |
Management & Administration | Investment Oversight |
Compliance & Fiduciary Obligations | Employee Appreciation & Engagement |
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At USI Consulting Group (USICG), we provide dedicated resources for our pension clients across all industries and types of employers. We are national pension plan experts who happen to be around the corner. Your corner.
Our integrated team includes actuaries, investment advisors and administration experts. Working together, we support the complex needs of our clients and provide customized strategies that align with your plan’s investment goal and risk tolerance. We do not sell any investment products, so our consultants can offer unbiased advice. Our experience has shown that this approach produces the most appropriate cost-effective end result with increased investment flexibility.
BENEFIT ADMINISTRATION
INVESTMENT ADVISORY2
ACTUARIAL CONSULTING
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USICG has a long history of developing successful cost-effective solutions to drive positive outcomes for you and your employees, including:
Manage & mitigate risk through actuarial & fiduciary oversight |
Ease administrative burden, saving time & money for |
Enhance employee education to improve retirement readiness & financial wellness |
Offer cost-effective, competitive plan to attract & retain talent |
Total Retirement Outsourcing has emerged as a solution for employers looking to leverage their human resources staff, keep up with new regulations and compliance duties and simply gain more value from the dollars they spend on their retirement programs. USICG’s National Sales Leader, Brian Robb, recently shared his insights on the value of this growing trend with PLANSPONSOR.
Check out the article to learn more about how TRO may help you.
Exceptional service, expertise and value
You can achieve your goals with a partner who understands each goal’s significance to your organization and applies experience and expertise to address your unique pension plan situation.
USI Consulting Group has the resources, bench strength and experience to help you meet your objectives and reduce risk to your organization. To learn more, please reach out to us at information@usicg.com.
* USI Consulting Group has been recognized as one of the 10 largest defined benefit administration service providers in PLANSPONSOR’s 2024 Defined Benefit Administration Survey, as measured by both participants and numbers of plans fully outsourced.
Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. Both USI Advisors, Inc. and USI Securities, Inc. are affiliates of USI Consulting Group. | 1023.S0301.0019
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