USI Consulting Group

Booth 210
Website www.usicg.com
Contact Name Bill Tremko
Title President & CEO
Address 95 Glastonbury Boulevard, Ste 102
Glastonbury, CT 06033
Phone 860-368-2928
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Description

USI Consulting Group is a leading mid-market, full service consulting firm providing retirement plan consulting, administration and outsourcing services for over 1,400 clients. We have extensive experience working with all types of church retirement plans and currently provide a broad range of services to over 30 diocesan organizations across the country. Specifically, we perform actuarial valuations and provide consulting services for lay and priest defined benefit plans. We also offer provider searches and consulting services for church 403(b) plans and administration services for lay defined benefit plans.

While our largest practice area is Actuarial Services (encompassing: Actuarial, Administration and Consulting; Risk Management; Plan Termination; Outsourcing Administration and Other Post Employment Benefits), we also work with lay and priest Defined Contribution plans.

defined benefit, 403(b), 403b, 401(k), 401k, actuarial, investment, administration

Diocesan Fiscal Management Conference


DFMC National Office 4727 E. Bell Road, Ste. 45-358 Phoenix, AZ 85032 | (602) 992-2900 | dfmc@dfmconf.orgPrivacy Policy

Site by Solutio