| 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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