Continuous support to help ensure a competitive ESOP

USI Consulting Group (USICG) will be your strategic partner in designing and maintaining an ESOP for your company. Our ESOP experts specialize in complex plan design and deliver custom, full-service consulting and administration solutions for both stand-alone ESOPs and KSOPs.

Every business is unique. From the moment we start working with you, we tailor the process to address your plan’s specific requirements. We can assist you in all phases of implementation of new ESOPs, restructuring mature plans or assume consulting and administrative responsibilities for current plans. We partner with you and your current advisors to provide:

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Objective, unbiased consulting

 Personalized, consultative approach

Proactive service


Overview of USICG services

We offer a full menu of services for maintaining and communicating an ESOP to help employers deliver competitive employee benefits, maintain plan compliance, support long-term business needs and goals and reinforce an ownership culture.

  • Recordkeeping and administration
  • New ESOP consulting and feasibility analysis
  • Plan design consulting
  • Compensation and total rewards consulting
  • Compliance testing and filings
  • Repurchase liability analysis
  • Flexible distribution and diversification processing
  • Employee education and custom communications
  • ESOP-focused call center with industry leading technology
  • Employee and employer online portal
  • Comprehensive services to manage your 401(k) plan

1023.S1026.0080