Insights & Guidance From USI Experts

As retirement plan complexity grows and fiduciary liability increases, employers are turning to total retirement outsourcing (TRO) to simplify plan management and gain more value from their benefits investment. Learn the advantages and risks.

If you don’t already have one for your employees, a 401(k) plan can strengthen your benefits offering — and your business.

When retirement plan fiduciaries have limited experience and lack awareness of their responsibilities, they can increase the organization’s litigation risk.

These 10 best practices can help employers maintain their retirement plans and mitigate fiduciary risk.

Organizations spend over $50,000 per employee each year an employee delays retirement. Make sure your workforce is prepared for retirement to help offset the financial impact to the organization.

Implement best practices to locate missing retirement plan participants and ensure they receive their benefits.

Understand the key SECURE 2.0 provisions that impact your retirement plan and employees in 2025.

Are you prepared for an IRS or DOL audit? Learn best practices to keep your retirement plan in compliance and avoid added costs and liabilities.

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