Insights & Guidance From USI Experts

Involved in a merger or an acquisition? Thorough due diligence of the target company’s retirement plan can identify potential costly risks and liabilities, compliance issues and other plan concerns.

Organizations should consider applying these 10 best practices to maintain their retirement plans and mitigate fiduciary risk.

Help your organization negotiate and lower its retirement plan fees with a fiduciary expense reduction analysis.

A benchmarking analysis can increase retirement plan participation, enhance employee recruitment, and keep workers on track to retire.

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.

Financial stress can take a toll on your employees’ physical and mental health. Company-sponsored programs can help prepare workers for a financially secure and on-time retirement.

Updated guidance from the U.S. Department of Labor details the actions that employers must take to locate missing retirement plan participants and ensure they receive their benefits.

Fiduciary training is critical to understanding your responsibilities to your organization and employees. Learn how knowing your fiduciary obligations can help mitigate risk for your organization.

Understand how the many new requirements and enhancements affect your organization and plan participants.