USI Consulting Group is an industry-leading retirement plan consulting and benefits administration firm focused on optimizing our clients' retirement plans, driving financial wellness for their employees and influencing the long-term financial success of their organization.

USI Consulting Group delivers independent, comprehensive guidance and innovative, flexible retirement plan solutions for more than 4,100 clients nationwide. We help retirement plan sponsors and fiduciaries manage their fiduciary obligations, mitigate risk, stay compliant and avoid added costs and liabilities. Our retirement specialists are experts in their fields with a deep commitment to client satisfaction and delivering superior results.

We understand the importance of helping employers find cost-effective, practical solutions for their retirement plan issues. We work with you in partnership every step of the way.

Retirement plan consulting for 401(k), 403(b), 457, money purchase and/or profit-sharing plan

Learn more about our consulting services for your defined contribution plan’s investments, ongoing operations and service provider arrangement.

Bundled Retirement Services Program (Direct Solutions®)

Learn more about our fully integrated, cost-effective solution to alleviate administrative burdens and help your employees save for retirement.

Employee Stock Ownership Plan (ESOP)

Learn more about our consulting, administrative and recordkeeping services to help companies design and maintain an ESOP.

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.

Direct Solutions is not a pre-packaged product; it is a flexible defined contribution bundled service program designed to help employees save for retirement as well as provide a cost-effective retirement benefit to retirement plan sponsors and fiduciaries.