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
Competitive Plan
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.


Investment Advisory*

Independent, high-level investment strategy and consulting services to help clients meet objectives and fulfill fiduciary obligations.


Plan Design & Benchmarking

Design and optimize the plan using our proprietary benchmarking analysis to improve participation, pricing, technology, investment and service.


Plan Management

Single point of contact that provides daily ongoing suport to ensure plan needs are met and operating efficiently.


Regulatory & Plan Compliance Support

Team of experts who analyze the potential impact of legislative and regulatory changes, simplify complex compliance issues and mitigate risk.


Recordkeeper Provider Search

Specialized team and proprietary database to evaluate and determine best fit while reducing fees, ensuring plan is compliant and providing exceptional service.


Employee Education & Engagement

Proven strategy to engage employees to save through the plan, learn more about financial wellness and take action to be retirement ready.



We are your trusted partner. Our integrated team of highly skilled professionals provides specialized expertise to drive positive outcomes for you and your employees.


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Offer cost-effective, competitive plan to attract and retain talent

Secure protection and mitigate risk through fiduciary oversight

Ease administrative burden, saving time and money

Enhance employee education and improve retirement readiness


* 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.