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  If you are either starting a 401(K) or other defined contribution plan or – more likely—looking to switch providers to improve service, then please call us. At USA Group, you get the best of both worlds. By combining skilled professionals and state-of-the-art technology with a service philosophy reminiscent of a time long since past, we manage your program so that it is a vehicle for good will between you and your employees.

At USA Group, we offer a complete array of services to manage any size program – from a single employer plan to the most complex master trust. And we’re flexible. Choose only the services that you need now, but with the knowledge and comfort that we’ll be able to administer additional services whenever you need them.

Our Services Include:

Administration
  • Plan Analysis & Design
  • “Painless” Start-Up/Conversion
  • Participant Recordkeeping (Traditional or Daily Valuation) with Voice Response and
     Internet Access Capability
  • Compliance Testing

Trustee/Custodian*
  • Active or Passive Relationship
  • Checks
  • Tax Services
  • Plan Level Reporting

Investments*
  • Management
  • Advisory Services
  • Brokerage

Consulting
  • Asset Allocation
  • Compliance Review
  • Vendor Selection
  • Complete Graphics and Web Design Capability
  • Employee Communications


*Offered in conjunction with other Financial Services Organizations

 
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  TEL: (847) 943-9453  

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