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Defined Contribution Consulting

Taking a holistic approach to defined contribution consulting, we partner with you to help you fulfill your fiduciary obligations. We believe simpler is better - too much choice leads to greater participant confusion. Our defined contribution investment consulting services include:

  • Assisting in the development of a diversified* menu of investment options across core asset classes
  • Identifying and documenting all revenue sources to retirement service provider(s)
  • Assessing level and quality of services against costs
  • Conducting quantitative and qualitative due diligence on funds against relevant benchmarks
  • Providing consulting services to assist you in adopting and maintaining an investment policy statement
* Diversification does not guarantee against a loss and there is no guarantee that a diversified portfolio will outperform a non-diversified portfolio.
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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. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.