USI Consulting Group Employee Directory

Financial ServicesConnecticut, United States201-500 Employees

USI Consulting Group (USICG), an industry leading, full-service retirement plan consulting and benefits administration firm, has been helping employers enable their workforce to successfully plan and invest for retirement for nearly 50 years. What makes us unique is our depth of invaluable resources solely focused on the retirement plan market – delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees.

Our integrated team of highly skilled professionals provides specialized expertise in retirement plan, investment, actuarial and benefits consulting for over 4,300 clients across the United States. Our clients consist of public and private sector employers, not-for-profit organizations, as well as Fortune 500 companies.

USICG is a wholly-owned subsidiary of USI Insurance Services (“USI”) – the second largest privately-held insurance broker in the United States.

Investment Advice for certain institutional accounts is provided by USI Advisors, Inc., a SEC registered investment advisor.  860.633.5283.  

Securities offered through USI Securities, Inc., a SEC registered broker-dealer.  Member FINRA/SIPC (for more information on membership, please go to www.FINRA.org and www.SIPC.org).  Broker-Dealer Office of Supervisory Jurisdiction: 95 Glastonbury Blvd., Suite 102 | Glastonbury, CT | 06033 | 860.652.3239.  

Both USI Advisors, Inc. and USI Securities, Inc. affiliates of USI Consulting Group: none of which offer legal or tax advice.  Investment advisory firms, broker-dealers and/or their representatives may only transact business and/or respond to inquiries in jurisdictions in which they are properly registered and/or licensed. The information provided within this website is not investment, securities or insurance advice and does not constitute an offer or solicitation. (06-2013)

Find USI Consulting Group employees' phone numbers or email addresses

USI Consulting Group Global Highlights

Location
Employees

North America
580

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  • United States Of America
    580

Asia
2

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  • India
    2

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

USI Consulting Group's Leadership

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    P. T.
    Chief Executive Officer
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    B. H.
    Chief Operating Officer
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    M. R.
    Chief Compliance Officer
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    D. K.
    Chief Financial Officer - Usi Consulting Group
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    D. B.
    Vice President Of Retirement Services And Director Of Client Relations | Advising Cfos, Hr Directo
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    B. J.
    Vice President Retirement Plan Services
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    M. S.
    Vice President Retirement Plan Services
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    K. Y.
    Vp Retirement Services
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USI Consulting Group Employee Metrics

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50%
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2026
2025
  • Banking
  • Finance
  • Consultant
  • Legal
  • Human Resources
  • Other

Contact profiles from USI Consulting Group

Name
Title
Contact Info
Location
Last Update
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    D. B.
    Vice President Of Retirement Services And Director Of Client Relations | Advising Cfos, Hr Directo
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    United StatesColorado
    Nov 19, 2025
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    M. S.
    Head Of Retirement Marketing
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    United States
    Jan 27, 2026
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    N. M.
    Vice President, Retirement Plan Services
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    United StatesPennsylvania
    Jan 26, 2026
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    B. J.
    Vice President Retirement Plan Services
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    United StatesConnecticut
    Feb 05, 2026
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    M. S.
    Vice President Retirement Plan Services
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    United StatesTexas
    Dec 05, 2025
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    G. D. L.
    Vice President- Retirement Plan Services
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    United StatesConnecticut
    Dec 16, 2025
  • Stylized image of a person
    K. Y.
    Vp Retirement Services
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    United StatesArizona
    Dec 16, 2025
  • Stylized image of a person
    B. L.
    Vice President, Retirement Plan Services
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    United StatesNorth Carolina
    Dec 05, 2025
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    B. P.
    Assistant Vice President & Account Manager
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    United StatesTennessee
    Nov 15, 2025
  • Stylized image of a person
    B. K.
    Vp, Retirement Plan Services
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    Dec 16, 2025

Frequently Asked Questions

What is USI Consulting Group known for?

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USI Consulting Group operates in the Financial Services industry. The company's main headquarters is located in 95 Glastonbury Boulevard Suite 102 Glastonbury, Connecticut 06033 United States; you can contact the main corporate office by phone at . Explore USI Consulting Group's company overview page for more information.

What is USI Consulting Group's most common email format?

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USI Consulting Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more USI Consulting Group email formats with LeadIQ.

How many employees does USI Consulting Group have currently?

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USI Consulting Group has approximately 497 employees as of February 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are USI Consulting Group's key employees and leadership?

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As of February 2026, USI Consulting Group's key employees include:

  • Chief Executive Officer: P. T.
  • Chief Operating Officer: B. H.
  • Chief Compliance Officer: M. R.
  • Chief Financial Officer - Usi Consulting Group: D. K.
  • Vice President Of Retirement Services And Director Of Client Relations | Advising Cfos, Hr Directo: D. B.

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