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  DEFINED BENEFIT PLAN - OUTSOURCING & TECHNOLOGY  
Retirement Account Access
Defined Benefit Plan - Actuarial Services
Defined Benefit Plan - Outsourcing & Technology
403(b) and 401(k) Plan Investment & Consulting
Participant Communication & Education
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  • Establish and maintain administration database
  • Perform calculations for retirements, terminations, etc.
  • Provide participant services center (call center) for general questions, estimates and plan information
  • Coordinate commencement of retirement payments with participant and plan custodian
  • Act as participant mailing center for Summary Plan Descriptions ("SPDs") and other plan mailings
  • Provide web-based access to pension data, benefit estimates, SPDs, forms, etc.
  • Create and maintain pension administration system for diocesan use
  • Coordinate annual census data collection
       
   

*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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