**Hooker & Holcombe has been acquired by USI Consulting Group, a national industry-leading, full-service retirement plan consulting and benefits administration firm.**

Since 1956, our business philosophy has been based on understanding our clients’ vision and delivering the strategic solutions needed to help them identify, achieve and exceed their retirement plan goals. 

Today, this philosophy lives on through teams of experienced consultants and analysts dedicated to providing exceptional actuarial, investment advisory, administrative and compliance services for employer-sponsored pension, OPEB, 401(k), 403(b), 401(a) and 457 plans. Through collaboration, these teams bring expertise, technology and innovation that assists clients with realizing superior retirement plan outcomes.

Supporting participants’ desire to better understand their retirement options is key to a well-rounded retirement benefit. Our education specialist works with plan sponsors to identify participants’ wants and needs in order to customize effective and affordable financial wellness programs. 

Our enduring philosophy, consultative approach and reliance on best practices has helped guide hundreds of clients on the path to successful results. Shouldn’t you be one of them?


Retirement

Hooker & Holcombe

Hooker & Holcombe's headquarters in Bloomfield, CT, United States

Richard S. Sych

Terrence Smith Jr., Cfa, Cpc

Michelle Lopa

The Actuarial Team at Hooker & Holcombe is responsible for providing expert analysis and insights related to retirement plans, including pension and OPEB options. They utilize advanced actuarial methodologies to assess plan liabilities, assist in the design and pricing of benefit plans, and ensure compliance with regulatory standards. By closely collaborating with clients, the team delivers tailored solutions that help optimize retirement outcomes and enhance participants' financial wellness.

Actuarial Team

The Administration and Support team at Hooker & Holcombe plays a crucial role in ensuring seamless operations across various retirement plan services. This team is responsible for daily administrative tasks, client support, and system management, enabling efficient processing and compliance of pension plans. By collaborating closely with other departments, they help enhance client satisfaction and optimize service delivery, ultimately contributing to clients’ successful retirement outcomes.

Hooker & Holcombe

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Teams

Actuarial Team

Administration and Support

Offices

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