USI Consulting Group and USI Insurance Services are excited to be a sponsor at the New England States Government Finance Officers Association Fall Conference next week — make sure to catch an informative session led by USI's Chris Wardrop! #finance #retirementplanning
About us
USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. What makes us unique is our depth of invaluable resources solely focused on the retirement plan market – delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. Our integrated team of highly skilled professionals provides specialized expertise in retirement plan, investment, actuarial and benefits consulting for over 3,800 clients across the United States. Our clients consist of public and private sector employers, not-for-profit organizations, as well as Fortune 500 companies. USICG is a wholly-owned subsidiary of USI Insurance Services (“USI”) – the second largest privately-held insurance broker in the United States. Investment Advice for certain institutional accounts is provided by USI Advisors, Inc., a SEC registered investment advisor. 860.633.5283. Securities offered through USI Securities, Inc., a SEC registered broker-dealer. Member FINRA/SIPC (for more information on membership, please go to www.FINRA.org and www.SIPC.org). Broker-Dealer Office of Supervisory Jurisdiction: 95 Glastonbury Blvd., Suite 102 | Glastonbury, CT | 06033 | 860.652.3239. Both USI Advisors, Inc. and USI Securities, Inc. affiliates of USI Consulting Group: none of which offer legal or tax advice. Investment advisory firms, broker-dealers and/or their representatives may only transact business and/or respond to inquiries in jurisdictions in which they are properly registered and/or licensed. The information provided within this website is not investment, securities or insurance advice and does not constitute an offer or solicitation. (06-2013)
- Website
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http://www.usicg.com
External link for USI Consulting Group
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Glastonbury, CT
- Type
- Privately Held
- Specialties
- Defined Benefit, Defined Contribution, Investment Advisory, Employee Communication, Regulatory & Compliance, Church Plans, Pension, Employee Stock Ownership Plans, DB Plan Termination, Actuarial Valuations, Defined Contribution Plan Management, Defined Contribution Provider Search & Audit, Retirement Plan Consulting, and Benefits Administration Services
Locations
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Primary
Get directions
95 Glastonbury Blvd
Suite 102
Glastonbury, CT 06033, US
Employees at USI Consulting Group
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Aaron Roesch
Talent Acquisition at USI | Hiring Retirement Plan Advisors
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Eric Sholberg
Creating better retirement plan solutions, driving financial wellness for employees and influencing the long-term financial success of organizations..
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Teddie Grant, MBA,CFP®,CIMA®,CLU®
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Brenda Bachman, AIF
Retirement Plan Education Specialist, USIS/USIA, Glastonbury, CT
Updates
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Join us for our next #webinar (eligible for #SHRM credit) on Tuesday, October 8th to learn about a cost-effective solution that can help your #pension administration improve efficiency, stay compliant with regulations and save time and money. See all the details and register today! https://lnkd.in/ekZCkXZV
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Today holds a special place in the heart of our country as we continue to honor the victims, survivors, first responders and all those affected from the events that took place 23 years ago. #Remembering911 #NeverForget911 #Honor911
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With nearly two dozen fees that can be charged to #retirement plan sponsors and participants, your organization is likely being overcharged for its #401k or #403 plan. Check out our latest article to learn how we can help reduce costs through our customized #fiduciary expense analysis. https://lnkd.in/eZUBGY2f
Rein in Excessive Retirement Plan Fees
usicg.com
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We're honored to reach this achievement for the fifth consecutive year — thank you to all of our wonderful team members that have made this possible!
We are proud to share that USI has once again been named to Business Insurance's annual list of the Best Places to Work in Insurance for the fifth year in a row! Congratulations to our more than 10,000 team members on this outstanding multi-year achievement. Read more: https://usi.info/3yWJ3Bj Explore what makes USI an exceptional place to work! Visit our #careers page today: https://jobs.usi.com/ #USIONEAdvantage #BestPlacestoWork2024 #InsuranceCareers
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Today is National 401(k) Day and a great reminder to review your #retirement plan! As we continue through unprecedented economic conditions, it's important to continue growing your nest egg and keep long-term financial health a top priority to ensure a financially secure retirement. The Investment Company Institute released their 2024 Q1 retirement market data showing #401k plan assets growing since 2022 despite the average #American being impacted by #inflation and rise in everyday costs. You can access the full report here: https://lnkd.in/ePTiHyNm #National401kDay #retirementplan #retirementgoals #savings
Release: Quarterly Retirement Market Data, First Quarter 2024
ici.org
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Our August #market recap highlights the #Fed providing a clear signal they are prepared to start cutting #rates that will likely occur during the September 18th #FOMC meeting. In addition, our #legal update provides details on the recently released IRS guidance on changes to #RMD rules put into law by the #SECURE and SECURE 2.0 Act. Read the latest update and learn how it may impact you using the link below: https://lnkd.in/eMsh_mS6 #marketcommentary #stockmarket #retirement
August 2024 Market & Legal Update | USI Consulting Group
usicg.com
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Join us for our next #webinar (eligible for #CLI, #HRCI and #CPE credit) on Thursday, September 26th as we team up with Fox Rothschild to discuss the #benefits and process of transitioning ownership to an enhanced #ESOP for entrepreneurs thinking about a sale of their company. See all the details and register today! https://lnkd.in/g7r_wFmx
The Perks of an Enhanced ESOP Exit Strategy
info.usi.com
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On Labor Day, we celebrate our #employees and all of America’s workers who have built and continue to build our country through their labor. It’s a day to recognize the contributions of every worker that keeps our society moving forward. Happy Labor Day to all the hardworking people out there! You deserve this day of recognition and rest.
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USI Consulting Group offices are closed today for our annual #USIGivesBack holiday. Our team members continue to #volunteer at local events and initiatives across the country to help others in need and our communities. We look forward to sharing more highlights soon! Learn more about USI Gives Back here: https://lnkd.in/gwNtJhk #Volunteering #CommunityInvestment #USIOneAdvantage
Community Investment
usi.com