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Helping you improve the retirement readiness of your workforce and organization’s bottom line

LATEST INSIGHTS: FEBRUARY 2023 MARKET & LEGAL UPDATE

The USI Consulting Group difference

USI Consulting Group (USICG) has been providing retirement plan consulting and benefits administration services to organizations and their employees for over 45 years What makes us unique is our depth of invaluable resources singularly focused and dedicated to the retirement plan market We deliver independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees We will be your trusted partner in helping you manage your fiduciary obligations, mitigate risk and stay compliant, with a deep commitment to client satisfaction and delivering superior results

When you come to us, we don't start with a preconceived notion as to the right solutions Instead, we work with you to develop a customized approach to meet the needs of your retirement program and your organization We look at where you are now, as well as your long-term goals and examine how your retirement programs complement your business strategies and their impact on your employees We work with you, in a partnership, every step of the way to find cost-effective, practical solutions for your retirement and benefit issues We analyze the problem, develop creative alternatives, explain them in language that is easy to understand and implement changes as quickly and painlessly as possible

Featured Insight: SECURE 2.0 Act Takes Retirement Savings to the Next Level

Stymied by inflation, cost increases to housing and healthcare, and even student loan payments, many workers struggle to save for retirement Their challenge to build and preserve a nest egg is a growing concern to U S -based organizations that sponsor retirement plans An organization’s bottom line can be impacted by more than $50,000 annually for every employee who can’t retire on time due to not effectively saving for retirement 1 That cost can add up to millions annually — a financial blow that’s unsustainable for most organizations To help employees save for the future and become retirement-ready, employers must enhance retirement plan participation, education and financial wellness programs Read more about this SECURE 2 0 update here

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The USI ONE Advantage®

Our approach to delivering client solutions

Learn how USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom line financial impact