News & Events

We hosted an informative webinar discussing recent SECURE 2.0 updates and retirement plan compliance best practices. Special thanks USICG's Doug LaMendola and Karen McDonough for providing valuable insights!

If you missed it, you can watch the recording to learn more.

We had a great fireside chat discussing the pension de-risking landscape and opportunity in today's market. A special thanks to Tim Zawacki from S&P Global Market Intelligence and Bindu Patel from USI Consulting Group for providing valuable insights!

Learn more about mitigating pension plan risk and how we can help manage the complexities of a pension plan.

Total Retirement Outsourcing has emerged as a solution for employers looking to leverage their human resources staff, keep up with new regulations and compliance duties and simply gain more value from the dollars they spend on their retirement programs. USICG’s National Sales Leader, Brian Robb, recently shared his insights on the value of this growing trend with PLANSPONSOR.  Check out the article to learn more about how TRO may help you.

USI Insurance Services (“USI”), a world leader in risk management, employee benefit and retirement plan consulting, today announced the launch of PATH™ (patent pending), a proprietary technology-enabled risk control platform for clients. The new platform leverages industry-specific benchmark data to generate tailored risk control solutions to address organizations’ top claim drivers based on their industry, sub-vertical, size and geography, providing access to expert insights, innovative and customized solutions, quantified return on investment, and market-leading vendors at USI-preferred pricing.  

Developing an effective risk control strategy amid an ever-changing risk landscape can be daunting for organizations balancing cost and complexity. With PATH, businesses can access a leading-edge technology platform designed to address gaps in their risk management programs through a guided, analytics-driven experience that pairs risk management solutions with individual loss drivers to enable a streamlined, cost-effective decision-making process.

“Unlike Benjamin Franklin’s famous quote about the certainty of death and taxes – injuries, accidents and disasters are avoidable,” stated Michael Sicard, USI’s Chairman & CEO. “Using cutting-edge, technology-enabled solutions, PATH empowers businesses to prevent and abate risks before they emerge, protecting your treasure and health, providing a clear understanding of where your risks exist, what causes them, how to minimize and stop them from happening, with clear financial impact all the way through to tactical execution.”

USI’s National Technical Resource and Specialty Practice Leader, Renee Dube, added, “In an environment where risk management is more critical than ever, PATH sets a new standard by helping organizations transform their existing risk management strategies through targeted risk control guidance, access to exclusive vendor pricing, and dynamic financial modeling to assess the immediate and long-term economic impacts of different risk control solutions.”

For additional information on PATH, contact your local USI representative or click here to learn more and request a custom demo. 

About USI
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, N.Y., USI connects over 10,000 industry-leading professionals in approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage^®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com or follow us on LinkedIn.

USI Insurance Services (“USI”), a world leader in risk management, employee benefit and retirement plan consulting, has been named a winner of Glassdoor’s inaugural award for Best-Led Companies 2024 in the nation, ranking as No. 11 among companies across all industries in the U.S. with 1,000+ employees. USI is the only insurance brokerage firm among the recognized top 50. This award honors companies with leadership teams that go above and beyond to redefine the employee experience. Notably, unlike some workplace awards, Glassdoor’s awards importantly include and rely upon input over the past year from employees who anonymously submit a company review on Glassdoor.

“The honor of being recognized among the top companies across all industries, and the only insurance brokerage firm to be recognized, is a direct reflection of and credit to USI’s more than 10,000 team members who create, innovate and demonstrate USI’s ONE Advantage in our work with clients each and every day,” stated Michael Sicard, USI chairman and CEO.

Kim Van Orman, chief human resources officer for USI, added, “Our people are the driving force behind our firm’s success, and we have worked tirelessly to create a people-focused culture that delivers a differentiated employee experience. There are nearly 25,000 companies across the U.S. with 1,000 or more employees, so to appear on this list is truly an honor.” 

Glassdoor award winners for the Best-Led Companies 2024 are determined using Glassdoor’s proprietary awards algorithm, and each leadership approval rating was determined based on the quantity, quality and consistency of Glassdoor-approved company reviews submitted by U.S.-based employees between March 1, 2023, and February 29, 2024. During the year-long eligibility period, companies considered for the list must have more than 1,000 employees and receive at least 100 ratings across two leadership attributes: CEO job performance and senior management. Glassdoor’s complete awards methodology can be found here.

View Glassdoor’s list of the 50 Best-Led Companies 2024. To explore available career opportunities with USI, visit jobs.usi.com for a complete listing of our open roles. 

About USI
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, N.Y., USI connects over 10,000 industry-leading professionals from approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage^®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com or follow us on LinkedIn.

USI is proud to be recognized as one of the nation’s Best and Brightest in Wellness for the second year in a row. This annual program identifies and honors organizations with the most innovative wellness, wellbeing, and human resource practices. Companies are assessed based on outcomes, analysis, tracking, participation, incentives, benefit programs, leadership, employee input, culture, and environment. Read more.

As we begin the first steps of our partnership with Burke Group, LLC, we're excited to share a great article from Pat Burke where he discusses the common traits in leaders.

It's important to reflect on the attributes of a successful leader and we most certainly look forward to Pat’s invaluable leadership to help us improve our services and client experience. Read Pat's full article here.

USICG’s SVP & Practice Leader of DC Consulting, Doug LaMendola, recently spoke with PLANSPONSOR to discuss How Sponsors Can Get the Most out of DC Plan Design Changes. “If the goal is trying to get employees to save, automatic enrollment and automatic escalation are going to be what moves the needle most,” LaMendola says. Read the full article. 

USI Consulting Group Acquires Burke Group

New Partnership Strengthens USICG’s New York-based Retirement Consulting Expertise

GLASTONBURY, Conn., Jan. 16, 2024 – USI Consulting Group (“USICG”), a national industry-leading, full-service retirement plan consulting and benefits administration firm, today announced the acquisition of Rochester, New York-based Burke Group (“Burke”). Founded in 1989, Burke is a regional advisory services firm specializing in retirement plan consulting and administration, actuarial services and compensation consulting. As part of the deal, USICG will not acquire Burke's compensation consulting business, and Burke will exit this business upon joining USICG. Terms of the transaction were not disclosed.

“For more than 30 years, our team has maintained a strong identity as independent, thoughtful, transparent and objective advisors,” stated Burke Group’s Managing Principal, Patrick Burke. “I am confident this new partnership with USI Consulting Group, one of the largest national specialized retirement businesses in the U.S. and a premier provider of defined contribution and defined benefit plan consulting and administration services, will further enhance the value and expertise we deliver to our clients each day.”

USI Consulting Group President and CEO, Bill Tremko added: “We are thrilled to welcome the talented professionals from Burke Group to the USICG family and look forward to expanding our retirement consulting expertise throughout the upstate New York region.”

About USI Consulting Group
USI Consulting Group is a national industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for over 45 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly-owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.

Each year, Insurance Business America’s (IBA) “5-Star DE&I Awards” recognize leading U.S.-based insurance companies for their work to foster impactful, forward-looking diversity, equity and inclusion (DE&I) programs. For the second year in a row, USI was among only a select number of insurance organizations to receive this honor for 2024 in recognition of our ongoing efforts to build an increasingly diverse, equitable and inclusive culture at USI through our I’m With U DE&I program. Learn more.

USI is proud to be recognized by Newsweek as One of America’s Greatest Workplaces for Diversity in 2024. Newsweek partnered with Plant-A Insights Group, a market data research firm, to score companies based on their commitment to recruiting and advancing employees of various ages, races, genders, sexual orientations, and abilities. The evaluation process includes an examination of publicly available data, interviews with HR professionals, and an anonymous online survey conducted among a diverse group of employees at companies across the United States. Participants shared insights on working environment, corporate culture, training and career progression, proactive management of a diverse workforce, and more. This recognition directly reflects USI’s ongoing commitment to the inclusive culture we are continuously innovating. Read more.