Retirement Plan Services

Helping Our Clients Plan and Invest for Retirement

For decades, organizations have relied on USI Consulting Group, USI’s retirement consulting and benefits administration division, to help their employees successfully plan and invest for retirement. What makes us unique is our depth of resources singularly focused and dedicated to the retirement plan market. Our integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement solutions for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations and Fortune 500 companies.

Our retirement and benefits solutions include:

• Defined Benefit Pension Plan Consulting & Actuarial Services
• Defined Benefit Pension Administration Services
• Defined Contribution Plan Consulting
• Defined Contribution Plan Design & Recordkeeping
• Investment Advisory Services*
• Regulatory & Compliance
• Employee Communications
• Specialty Market Services, including Church & Tribal Retirement Plans

USI Consulting Group provides industry leadership, objective advice and optimal solutions. We are a top 10 retirement consulting firm focused on optimizing your retirement plan, driving financial wellness for your employees and influencing the long-term financial success of your organization. Visit USI Consulting Group for more information or to access client accounts. Note: USI Consulting Group - Seattle clients can access their online accounts in a secure session by clicking the appropriate link on the right-hand bar of this page.

*Investment Advice provided by USI Advisors, Inc., a federally registered investment advisor. Under certain arrangements, securities offered by USI Securities, Inc. Member FINRA/SIPC 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239. Both USI Advisors, Inc. and USI Securities, Inc. are wholly owned subsidiaries of USIC Investment Group, Inc.