Church Plan Retirement Solutions
USI Consulting Group (USICG) will be a Gold Sponsor at the Diocesan Fiscal Management Conference in San Diego, CA from September 29 through October 2nd. If you are attending, stop by booth 105 to speak to a USICG expert to learn more about how we can help Catholic dioceses with your church retirement plan.
A long history of partnering with religious organizations
We understand the unique structure of faith-based retirement plans and our consultants have the expertise to customize a program that meets the employer and employees’ goals, while reducing the plan’s cost and liabilities. We have partnered with churches since 1998 to address the specific needs of church retirement plans.
Managing a retirement plan can be stressful, cost you and your employees excessive fees and put a strain on your organization’s resources. Our integrated team of skilled professionals can help you alleviate these stresses through a collaborative approach, resulting in a successful retirement plan for you and your employees. We guide you through the process, answer any questions you may have and present our plan before implementing.
We partner with you to:
- Evaluate your retirement program and address your needs in a proactive manner
- Reduce your administrative responsibilities
- Increase your employees’ financial wellness and your plan’s efficiency
- Drive employee engagement and participation via customized educational materials
- Consult on any regulatory and compliance matters that pertain to your retirement plan
- Identify, analyze and present solutions for other retirement issues your organization is facing
How to connect with us
For an initial discussion in regard to benefiting your retirement plan and seeing if USI Consulting Group is the right fit for you, please reach out to us at USICG.Church.Plans@usi.com with your inquiry.
For clients - please contact your USICG representative.
Direct Solutions is not a pre-packaged product; it is a flexible defined contribution bundled service program designed to help employees save for retirement as well as provide a cost-effective retirement benefit to retirement plan sponsors and fiduciaries.
1023.S0613.0048