USI Consulting Group Information

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)