We're excited to be a sponsor at the Central Nebraska HR Employment Law Forum next week on March 25th! If you are attending, be sure to catch an informative session led by USI Consulting Group's Derek J. Bailey, CRPS, AIF, NQPC and USI Insurance Services' Bill Rezac as they discuss a comprehensive strategy that can help #employers improve employee #retirement readiness and reduce expenses.
USI Consulting Group
金融服务
Glastonbury，CT 4,801 位关注者
Your dedicated partner for retirement plan solutions
关于我们
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 nearly 50 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 4,300 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)
- 网站
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https://www.usicg.com
USI Consulting Group的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Glastonbury，CT
- 类型
- 私人持股
- 领域
- 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和Benefits Administration Services
地点
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主要
获取路线
95 Glastonbury Blvd
Suite 102
US，CT，Glastonbury，06033
USI Consulting Group员工
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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
动态
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Due to recent #SECURE 2.0 changes, it’s important for #employers to review their #retirement plan strategy. Join our upcoming #webinar where our experts will discuss what employers need to know. Register here: https://lnkd.in/dpbWewxv
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Happy #Pi Day! Pi is typically known as "3.14" in math terms, but you can also imagine your retirement savings as "3 slices of Pi" or the more commonly known term "3-legged stool." This is a great reminder emphasizing the importance of building more than one source of #retirement income (Social Security, 401(k), #pension and/or IRA) to ensure you have financial security during retirement. Check out our resource that can help as you conduct your retirement plan checkup: https://lnkd.in/eqdqiYqA
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With new #SECURE 2.0 provisions going into effect, it's important for plan sponsors to know what their 2025 retirement plan priorities should be. The National Association of Plan Advisors released an article providing great insights: https://lnkd.in/d6V93Dgs In addition, we are hosting a webinar later this month to discuss best practices to navigate the complexities of keeping your #retirement plan in #compliance — register to save your spot! https://lnkd.in/dpbWewxv
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Understand the key #SECURE 2.0 provisions that impact your #retirement plan and #employees in 2025: https://lnkd.in/ebgJ9M9Z
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Happy #InternationalWomensDay! Thank you to the wonderful women in our workforce for their leadership, hard work and inspiration. #IWD2025 #AccelerateAction #USIONEAdvantage #WomensHistoryMonth
In honor of #InternationalWomensDay this Saturday, March 8, USI is proud to spotlight how our strong leadership and supportive team-based culture help our women in insurance unlock their full potential. #IWD2025 #AccelerateAction #USIONEAdvantage #WomensHistoryMonth We invite you to visit our careers page today to explore our latest job openings: https://jobs.usi.com
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Read our February #market and #legal update to learn about the potential effects of #tariffs and the #DOL's final rules regarding the Voluntary Fiduciary Compliance Program Self-Correction Component. https://lnkd.in/eKTkx5PC #marketcommentary #stockmarket #retirement
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We're proud to celebrate #WomensHistoryMonth! #USIONEAdvantage #WomenInLeadership #WomenInInsurance
March is #WomensHistoryMonth! This month, we look forward to honoring the incredible contributions of women at USI by highlighting how they are leading the way for other women in insurance and breaking down stereotypes in the industry. #USIONEAdvantage #WomenInLeadership #WomenInInsurance
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Join us for our next #webinar as we discuss the latest #SECURE 2.0 provisions and what #employers need to know to keep their retirement plan in compliance — you don't want to miss this! To register: https://lnkd.in/dpbWewxv #retirementplanning #compliance?
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Check out how USI is advancing our commitment to DE&I!?
At USI, we continue to innovate our award-winning workplace culture by openly embracing #diversity and promoting #inclusivity across our organization. As we begin the new year, we are pleased to share our 2025 Monthly D&I Discovery Themes, which will continue to guide our I’m With U DE&I program communications and resources in support of the clients, prospects, team members, and communities we serve. Learn more about how we are actively advancing our commitment to DE&I by visiting usi.com/ImWithU.