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  DEFINED BENEFIT PLAN — ACTUARIAL & CONSULTING  
Retirement Account Access
Defined Benefit Plan - Actuarial Services
Defined Benefit Plan - Outsourcing & Technology
403(b) and 401(k) Plan Investment & Consulting
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  • Annual actuarial valuations
  • Plan design studies and cost/benefit analysis
  • Funding and budgeting considerations
  • Asset/liability modeling for funding strategies
  • ASC 715 accounting reports
  • Billing and data collection assistance
  • Participant benefit statements and calculations
  • Postretirement medical liability studies and reports (FAS 106)
  • Legal and compliance services (plan documents, amendments, plan qualifications, etc.)*
  • Plan freeze and termination analysis
  • Investment advisory services**
       
   

*Neither USI nor its affiliates and/or employees/agents/registered representatives offer legal or tax advice.

**Investment advice provided by USI Advisors, Inc., a federally registered investment advisor and wholly owned subsidiary of USI Consulting Group

   
         
         

 

 

       
 
 
     
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