USI Consulting Group teamed with Ash Brokerage, a national wholesaler of financial products and services, to offer the Direct Solutions program and USI Annuity retirement solutions, which the firm says will help plan participants improve retirement income planning. The USI Annuity program provides advanced planning, personalized support, customized solutions and access to financial products to address the lifetime income needs of retiring participants.
Direct Solutions, a rollover program, is aimed at participants who are not sure how to choose income annuity options or determine their retirement income needs on their own. Participants in a DC plan who opt for Direct Solutions, a bundled service program arrangement, receive a personalized retirement strategy, including a retirement income needs assessment, recommended basic expense estimates and development of a retirement income plan using the lifetime income products menu available through Ash Brokerage.
Direct Solutions offers independent investment advisory services, communication and employee education programs, administration and compliance services through a service team at USI Consulting Group. Retiring participants have access to professional income planning as well as assistance in product selection from a menu of competitively priced guaranteed income products provided by Ash Brokerage.
More information for plan sponsors is available at USI Consulting Group’s website or by calling Chris Martin at 860.368.2935.