Introduction
USI Consulting Group
www.usicg.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #49 | $5,437 | |||
401(k) | $2,921 | |||
403(b) | $482 | |||
457 | $69 | |||
NQDC | $52 | |||
All Other | $1,913 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #40 | 227,766 | |||
<$10MM | 81,093 | |||
$10MM – $50MM | 60,694 | |||
>$50MM – $200MM | 40,140 | |||
>$200MM – $1BMM | 45,839 | |||
>$1B | 0 |
Service Offerings | |
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New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 6 |
Will act as §3(16) fiduciary | Yes - direct offering |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | Morningstar/Ibbotson |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | Yes |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform FIS Relius; WySTAR |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |