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Consulting Services

In an increasingly difficult, complex and litigious world, plan sponsors need the guidance and support of consultants more than ever.

Today, plan sponsors face the challenge of building an investment program and designing efficient asset allocation strategies to meet the growing demands of plan participants.

Another challenge is the selection, monitoring and reporting of diversified investment portfolios from multiple investment managers. We can help provide the solution(s) to your challenges.

From the start, we partner with you. As your investment advisor, we can assist in the design and implementation of retirement plan investment portfolios. Our investment specialists will provide you with the perspective and support you need to help fulfill your fiduciary obligation as a plan sponsor.

USI Advisors offers a full suite of investment consulting services:

Defined Contribution Plan Consulting 401(k), 403(b), 457 and Profit Sharing/Money Purchase
Defined Benefit Plan Consulting
Investment Reporting
Request for Proposal (RFP) Management Services
Endowment/Foundation Consulting
ERISA Compliance Services *
 
*Provided by USI Consulting Group
 
 
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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.