We are committed to providing retirement plan sponsors with the resources and knowledge necessary to achieve plan excellence. Draw on the collective experience of USI Consulting Group’s professionals in retirement plan, investment, actuarial and benefits consulting.

Explore your specific needs and discover our innovative, flexible solutions focused on optimizing your retirement plan, driving financial wellness for your employees and influencing the long-term financial success of your organization.


The Insights section features guidance and thought leadership from USI Consulting Group experts focused on helping you meet your fiduciary and administrative obligations while supporting your employees in their journey to financial wellness.

Market & Legal Update

The Market & Legal Update is a monthly publication highlighting the latest changes in the market and providing timely legal and regulatory updates that may affect your business.

Message from the CEO

The Message from the CEO is a bi-annual newsletter from our President & CEO, sharing important events and information at USI Consulting Group and USI Insurance Services, to keep you informed.

Retirement Plan Resources

The Retirement Plan Resources section is designed to help inform you of various employee benefits and regulatory matters of general interest.

This information is provided solely for educational purposes and is not to be construed as investment, legal or tax advice. Prior to acting on this information, we recommend that you seek independent advice specific to your situation from a qualified investment/legal/tax professional.