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USA Group, Incorporated is a full service
consulting and processing organization that specializes in the administration
of qualified defined contribution retirement plans. |
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In all of the business lines
that USA Group is engaged, revenue is produced entirely
from fees for services rendered. As a non-product entity
– and unlike some other financial services organizations
– USA Group passes all 12b(1) fees including investment
or sub-custodial rebates back to the plan sponsor or its
designated recipient. |
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USA Group is a proactive
service provider with a clear understanding that we
serve at the pleasure of our clients, and that you have
alternatives. To be the provider of choice, we need
to be unique... and we are.
You can literally speak with one of our people seven
days a week. Throughout each business day, you can reach
a knowledgeable professional during a twelve-hour period.
And when the day begins, we turn off voice mail so that
you can place one call and speak directly with us. What
a concept!
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Every facet of the processing
of client and fund data is under dual control. Our process
includes following strict, written guidelines throughout
the various balancing routines. Written processing notes
are required to document any unusual activity, input or
payroll issues/errors, or introduction of new plan features.
Each active or passive investment vehicle is balanced
independently as well as in aggregate. Miscellaneous transactions,
no matter how insignificant, are identified on a comprehensive
reconciliation to the plan's assets as stand alone items.
They are never netted together which obscures their unique
identity.
At the conclusion of each accounting, every plan is sent
through a quality control station where the entire process
is revisited. Here, we aggressively review all of the
routines followed by our professionals -- including the
calculations and the written processing notes. This internal
audit serves our clients well and is the final step prior
to disseminating reports. |
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By being proactive, knowledgeable
and available, we are a reliable extension of your HR
team. We promote and enhance your image with your employees
through direct communication with plan participants, as
well as by promptly responding to inquiries submitted
by your office personnel or representatives. We believe
in answering every telephone call directly which saves
you time. And because of our disciplined and controlled
processing structure, we reduce the cost of your annual
outside plan audit. And that
saves you money!
USA Group is driven by the unwavering commitment
to our clients, the integrity of our reports, and our
mission to add “value” to all relationships.
Client auditors, accountants and attorneys throughout
the United States, engaged on behalf of plan fiduciaries,
hold USA Group in very high regard for the thoroughness
and accuracy of our reports. These "influencers"
are among our most enthusiastic and vocal admirers, and
represent a significant source of new business. |
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