Hooker & Holcombe (Acquired by USI Consulting Group) Email Format

Financial ServicesConnecticut, United States51-200 Employees

Based in Bloomfield, Connecticut, Hooker & Holcombe operates within the financial services landscape, concentrating on retirement plan consulting and benefits administration. The firm provides actuarial, investment advisory, administrative and regulatory-compliance services for employer-sponsored plans, including pensions and defined contribution programs such as 401(k), 403(b), 401(a) and 457 plans. Founded in 1956, it has pursued a consultative approach aimed at helping clients identify retirement goals and implement effective solutions. In May 2023, the firm was acquired by USI Consulting Group, a national retirement plan consulting firm.

Its services target plan sponsors seeking expertise in governance, compliance and administration for a range of retirement programs. An education specialist collaborates with sponsors to identify participants' preferences and needs, tailoring practical and affordable financial wellness programs.

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