USI Consulting Group is a financial services company that provides investment advisory and employee communication services.

Consulting

Employee Benefits

Investment Management

Venture Capital

USI Consulting Group

USI Consulting Group's headquarters in Glastonbury, CT, United States

Bill Tremko

Chris Martin

Jamie Nichols

Dave Kappus

Jason Lindquist

Melinda Robidoux

Betsy Hammond

The Operations and Client Services team at USI Consulting Group focuses on optimizing client interactions and ensuring efficient operational processes. This team is responsible for managing client relationships, coordinating administrative services, and implementing strategies that enhance service delivery. They work collaboratively to support client needs in investment advisory and employee communication services, ensuring a seamless experience and high satisfaction levels.

Operations and Client Services

The Leadership Team at USI Consulting Group drives the company's strategic vision and operational efficiency, focusing on delivering innovative financial advisory services and optimizing employee communication initiatives. Comprising senior executives with expertise in retirement plan solutions, actuarial services, compliance, and client relations, this team collaboratively ensures the alignment of business goals with client needs, while fostering a culture of excellence and leadership within the firm.

Leadership Team

The Retirement Plan Administration team at USI Consulting Group specializes in managing and optimizing retirement plans for clients, including 401(k) and defined benefit plans. This team of experts provides comprehensive administrative support, compliance oversight, and strategic advice, ensuring that clients meet their retirement plan goals while offering clear communication and education to plan participants. They work collaboratively to address plan design, regulatory requirements, and financial forecasting to enhance overall retirement solutions.

Retirement Plan Administration

The Marketing and Business Development team at USI Consulting Group is responsible for driving growth through strategic marketing initiatives, lead generation, and relationship building. They create targeted marketing campaigns, manage digital presence, and develop sales support materials to enhance client engagement and support the firm's investment advisory and employee communication services. This team collaborates closely with cross-functional departments to align marketing strategies with business objectives, ensuring a cohesive approach to market expansion.

Marketing and Business Development

The Compliance and Regulatory Affairs team at USI Consulting Group ensures that the company adheres to all relevant laws and regulations governing financial services. They develop and implement compliance policies, conduct audits, and provide training to staff to mitigate risks. This team works closely with regulatory bodies to ensure that investment advisory and employee communication services remain compliant and uphold industry standards.

Compliance and Regulatory Affairs

The Financial Analysis and Strategy team at USI Consulting Group is responsible for evaluating investment opportunities and developing strategies to optimize financial performance. This team conducts in-depth research and analysis to inform decision-making, ensuring that clients receive tailored investment advice and effective employee communication strategies. With a focus on leveraging data and insights, they play a crucial role in guiding the company's financial direction and enhancing client outcomes.

USI Consulting Group

Org chart

Teams

Operations and Client Services

Leadership Team

Retirement Plan Administration

Marketing and Business Development

Compliance and Regulatory Affairs

Financial Analysis and Strategy

Offices

USI Consulting Group

Org chart

Teams

Operations and Client Services

Leadership Team

Retirement Plan Administration

Marketing and Business Development

Compliance and Regulatory Affairs

Financial Analysis and Strategy

Offices

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