Insights & Guidance From USI Experts

Fiduciary training is crucial to understanding your responsibilities to your organization and employees — and to help mitigate risk for the organization.

During unpredictable market conditions, employers and employees can take proactive steps to reduce risk and preserve retirement savings over the long term.

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

Start the new year off right by marking your calendar with upcoming compliance deadlines and action items for single-employer tax-qualified retirement plans.

Thorough due diligence helps retirement plan committees properly satisfy fiduciary requirements and mitigate risk.

Retirement plan fiduciaries with limited experience and awareness may increase the organization’s litigation risk.

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.