June 18, 2018 8:23 AM ET

Professional Services

Company Overview of USI Consulting Group, Inc.

Company Overview

USI Consulting Group, Inc. provides defined contribution, retirement and defined benefit plan consulting, and administration services. The company’s services include defined benefit, such as actuarial, administration, consulting, and other post employment benefits; regulatory and compliance, including plan design and drafting, termination/mergers, determination letter filings, IRS/DOL audit support, and plan consulting; defined contribution consulting/brokerage comprising service provider search and audit, investment advisory consulting, plan management, regulatory and compliance, and employee communications; and employee communications. Its services also include investment advisory, includi...

95 Glastonbury Boulevard

Suite 102

Glastonbury, CT 06033-6503

United States

Founded in 1981

Phone:

860-633-5283

Fax:

860-368-2112

Key Executives for USI Consulting Group, Inc.

Chief Executive Officer and President
Co-President and Investment Advisory Practice Leader
Chief Financial officer
Chief Administrative Officer, Chief Information Officer and Executive Vice President of Operations
Senior Vice President Of Investment Advisory And President Of USI Advisors, Inc
Compensation as of Fiscal Year 2017.

USI Consulting Group, Inc. Key Developments

USI Consulting Group Appoints Jesse Grams as Vice President of Retirement Services

USI Consulting Group has announced that Jesse Grams has joined the company as vice president of retirement services, based in Phoenix, Arizona. Grams brings to his new role more than 20 years of sales and consulting experience, which includes 10 years of retirement knowledge working with both defined benefit (DB) and defined contribution (DC) plans. Previously, Grams spent seven years with a large firm as part of the major accounts retirement team. His primary responsibilities included retirement plan sales and adviser sales, as well as working plans under ERISA.

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Recent Private Companies Transactions

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