Insights & Guidance From USI Experts

Organizations spend over $50,000 per employee each year an employee delays retirement. Make sure your workforce is prepared for retirement to help offset the financial impact to the organization.

Implement best practices to locate missing retirement plan participants and ensure they receive their benefits.

Understand the key SECURE 2.0 provisions that impact your retirement plan and employees in 2025.

Are you prepared for an IRS or DOL audit? Learn best practices to keep your retirement plan in compliance and avoid added costs and liabilities.

Mark your calendar with upcoming compliance deadlines and action items for employer-sponsored retirement plans in 2025.

Choosing the right retirement plan recordkeeper helps your employees receive the education and guidance they need to plan for a financially secure life after retirement.

A fiduciary oversight review helps employers fulfill fiduciary responsibilities and improve retirement plan participant outcomes, while uncovering opportunities to reduce plan liabilities.

Ensure your retirement program aligns with your organization’s culture and objectives, is market-competitive, and reduces long-term employee benefit costs.

Your organization is likely being overcharged for its 401(k) or 403(b) plan — but a fiduciary expense analysis can help fix this.