Your dedicated partner for retirement plan solutions
USI Consulting Group stands as a premier provider of comprehensive financial services, dedicated to empowering organizations and their employees to achieve long-term financial security. With a commitment to excellence and innovation, USI Consulting Group delivers tailored retirement plan solutions designed to meet the evolving needs of a diverse clientele. Located at 95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033, US, USI Consulting Group is strategically positioned to serve clients across various sectors, including public, private, and non-profit entities.
USI Consulting Group offers a wide array of specialized services, including retirement plan consulting, investment advisory, actuarial valuations, and benefits administration. By leveraging deep industry expertise and a client-centric approach, USI Consulting Group ensures that each client receives personalized guidance and support to optimize their retirement plan offerings. Through proactive management and strategic insights, USI Consulting Group helps organizations enhance employee engagement, improve financial outcomes, and foster a culture of long-term financial well-being.
USI Consulting Group is committed to driving positive change in the financial services landscape. We invite the manager of USI Consulting Group to create a customized and exclusive company showcase and product listing on our platform, to further highlight your unique capabilities and connect with a broader audience.
Compare USI Consulting Group with 3 companies in Financial-Services
| Comparison Field |
USI Consulting GroupMain Company |
EPIC Retirement Plan...View Profile |
Compass Retirement C...View Profile |
Rothschild Wealth Pa...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1993 | 2006 | 1908 |
|
Company Size
|
— | 201-500 | 11-50 | 51-200 |
|
City
|
Glastonbury, CT | Rochester, New York | Stratham, NH | Chicago, IL |
|
Country
|
United States | United States | United States | |
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Skills & Keywords
Comparing with main company
|
20 Total Skills
Retirement Plan Solutions
Financial Planning
Investment Advisory
Actuarial Services
Benefits Administration
Pension Management
Employee Benefits
Regulatory & Compliance
Defined Contribution Plan Management
Defined Contribution Provider Search & Audit
Actuarial Valuations
DB Plan Termination
Benefits Administration Services
Employee Stock Ownership Plans
Defined Contribution
Defined Benefit
Retirement Plan Consulting
Pension
Employee Communication
Church Plans
|
4 Total
1 Common
3 Unique
Match
5%
Common Skills:
Actuarial Services
Unique Skills:
401(k) Recordkeeping
Cash Balance
Retirement Plan Administration
|
7 Total
7 Unique
Unique Skills:
3(16) Fiduciary
401(k)
Actuary
Corporate retirement plan consulting & design
Safe Harbor Plans
Third Party Administration
+1
|
17 Total
17 Unique
Unique Skills:
401K
Alternative Investments
CERTIFIED FINANCIAL PLANNERS®
Chicago Financial Planner
Corporate Retirement Plan
Corporate Retirement Plans
+11
|
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