Insights & Guidance From USI Experts

Mark your calendar with upcoming compliance deadlines and action items for employer-sponsored retirement plans in 2025.

Choosing the right retirement plan recordkeeper helps your employees receive the education and guidance they need to plan for a financially secure life after retirement.

A fiduciary oversight review helps employers fulfill fiduciary responsibilities and improve retirement plan participant outcomes, while uncovering opportunities to reduce plan liabilities.

Ensure your retirement program aligns with your organization’s culture and objectives, is market-competitive, and reduces long-term employee benefit costs.

Your organization is likely being overcharged for its 401(k) or 403(b) plan — but a fiduciary expense analysis can help fix this.

Increase plan participation, enhance employee recruitment and keep workers on track to retire.

Increase savings, employee participation and peace of mind with a bundled retirement plan solution.

Company-sponsored programs can help prepare workers for a financially secure retirement and help mitigate costs to your organization.

Help your workforce achieve financial wellness and reach their retirement planning goals — which will positively impact your business.