Deals & People July 24, 2013

USI Names Retirement Services VP

USI Consulting Group has named Ryan Coogler vice president, Retirement Services, in its Houston, Texas, office.

Reported by

Coogler is an accredited retirement plan consultant with the Society of Professional Asset-Managers & Record Keepers (SPARK). He is also a registered representative of USI Securities, Inc., a subsidiary of USI Consulting Group. Coogler graduated with honors from Clemson University with a degree in economics.

USI Consulting Group is a provider of defined contribution and defined benefit plan consulting and administration services, along with health and welfare administration and investment advisory services.

You Might Also Like:

Data & Research

October 26th, 2017

MassMutual Study Says African-Americans Want More Financial Education

Forty-five percent of African-Americans who bring home $75,000 or more say they feel less than financially secure compared with just 28% of other Americans in the same income...

Data & Research

October 18th, 2017

Plan Committees Consider Monitoring Investments the No. 1 Priority

Adhering to plan governance and minimizing plan risk are the next priorities.

In Practice

October 17th, 2017

PANC 2017: Benchmarking Your Advisory Services for Clients

With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.