USI Insurance Services - Retirement Consulting Services USI Insurance Services - Retirement Consulting Services

Retirement Plan Services

Helping Our Clients Plan and Invest for Retirement

For decades, organizations have relied on USI to help their employees successfully plan and invest for retirement and to assist with the tasks required to enroll and administer their health and welfare employee benefit plans. Our team of highly skilled professionals provides specialized expertise in retirement plan design, administration, consulting, investments, legal & regulatory compliance and employee communications for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations and Fortune 500 companies.

Our retirement and benefits solutions include:

  • Defined Benefit
  • Defined Contribution
  • Investment Advisory*
  • Health and Welfare Administration
  • Regulatory and Compliance
  • Employee Communications
  • Church Plan Solutions

USI’s retirement consulting services provides industry leadership, objective advice and optimal solutions. Visit USI Consulting Group for more information or to access client accounts. USI Kibble & Prentice retirement plan services clients can access their online accounts in a secure session by clicking the appropriate link on the right hand bar of this page.

* Investment Advice provided by USI Advisors, Inc., a federally registered investment advisor. Under certain arrangements, securities offered by USI Securities, Inc. Member FINRA/SIPC 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239. Both USI Advisors, Inc. and USI Securities, Inc. are wholly owned subsidiaries of USI Consulting Group. USI Kibble & Prentice offers securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. USI Kibble & Prentice, a registered investment adviser, offers investment advisory services. USI Kibble & Prentice is independently owned and operated.

USI Consulting Group

Your answer for retirement and employee benefit plan services. Visit USI Consulting Group for more information or to access your account.


USI Kibble & Prentice Retirement Plan Services

Access Your Accounts Online:

200 Summit Lake Drive, Suite 350, Valhalla, NY 10595