USI Consulting Group

USI Consulting Group 

Booth 310
Contact Name Bill Tremko
Title President & CEO
Address 95 Glastonbury Boulevard, Ste 102
Glastonbury, CT 06033
Phone 860-368-2939
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.


401(b) Plan Investment Consulting, 401(k) Plan Investment Consulting, Group Annuity & Brokerage, Defined Benefit Plan, Actuarial Administration and Consulting, Risk Management; Plan Termination, Outsourcing Administration, Other Post Employment Benefits

Diocesan Fiscal Management Conference

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