List of USI Consulting Group Retirement Recordkeeping Customers
Glastonbury, 06033-4417, CT,
United States
Since 2010, our global team of researchers has been studying USI Consulting Group Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased USI Consulting Group Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using USI Consulting Group Retirement Recordkeeping for Retirement Recordkeeping include: Trinity Health, a United States based Healthcare organisation with 127000 employees and revenues of $23.90 billion, Roman Catholic Diocese of Brooklyn, a United States based Non Profit organisation with 2000 employees and revenues of $300.0 million, Mount Holyoke College, a United States based Education organisation with 773 employees and revenues of $191.0 million and many others.
Contact us if you need a completed and verified list of companies using USI Consulting Group Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The USI Consulting Group Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Mount Holyoke College | Education | 773 | $191M | United States | USI Consulting Group | USI Consulting Group Retirement Recordkeeping | Retirement Recordkeeping | 2010 | n/a | In 2010, Mount Holyoke College implemented USI Consulting Group Retirement Recordkeeping to manage its cash balance defined benefit pension plan. The USI Consulting Group Retirement Recordkeeping deployment centralizes retirement recordkeeping and pension administration functions, providing participant services that are aligned with Human Resources operations in the United States. Functional coverage includes recordkeeping of account histories and plan accruals, pension administration workflows for cash balance calculations and benefit payments, and participant service handling and communications as described by the college. Deployment follows a managed recordkeeping service model with governance anchored in HR for participant service escalation and plan administration oversight, placing USI Consulting Group Retirement Recordkeeping at the center of Mount Holyoke College Retirement Recordkeeping business functions. | |
 |
Roman Catholic Diocese of Brooklyn | Non Profit | 2000 | $300M | United States | USI Consulting Group | USI Consulting Group Retirement Recordkeeping | Retirement Recordkeeping | 2012 | n/a | In 2012, Roman Catholic Diocese of Brooklyn implemented USI Consulting Group Retirement Recordkeeping in the Retirement Recordkeeping category to manage its diocesan pension functions. The Diocese lists its Pension Division as managed by USI Consulting Group, indicating USI provides pension administration and participant services for diocesan employees and coordinates with HR across the United States. USI Consulting Group Retirement Recordkeeping appears focused on core retirement recordkeeping and participant servicing capabilities, reflecting the Pension Division designation. Typical functional coverage inferred from the designation includes participant enrollment and account maintenance, benefit calculation workflows, member communications, and ongoing record reconciliation consistent with Retirement Recordkeeping systems. Operational scope centers on the Diocese Pension Division and HR, supporting approximately 2000 employees and serving sites in the United States. The deployment is described as centrally managed by USI, which consolidates pension administration and participant servicing under a single vendor relationship, aligning administration tasks with diocesan HR processes. Governance remains with the Diocese Pension Division while operational administration is delivered by USI, creating a vendor-managed service model for pension operations. The narrative reflects a structured vendor partnership where USI handles day to day retirement recordkeeping and participant services, and the Diocese retains oversight through its Pension Division. | |
 |
Trinity Health | Healthcare | 127000 | $23.9B | United States | USI Consulting Group | USI Consulting Group Retirement Recordkeeping | Retirement Recordkeeping | 2019 | n/a | In 2019 Trinity Health implemented USI Consulting Group Retirement Recordkeeping to handle employer retirement plan recordkeeping for HR in the United States. The deployment was applied to the North Ottawa Community Hospital 401(k) plan and the engagement identifies USI Consulting Group Retirement Recordkeeping as the system of record for plan administration during that period. The implementation focused on core Retirement Recordkeeping capabilities, with module usage centered on 401(k) recordkeeping and plan administration. Functional workflows included participant account maintenance, contribution and deferral processing, compliance testing and reporting, and participant statement and communication processes consistent with retirement recordkeeping operations. Operational integration aligned the recordkeeping service with Trinity Health payroll and HR benefit workflows to consume census and contribution feeds and to support plan-level reconciliations, enabling day-to-day administration for the North Ottawa Community Hospital plan. Operational scope is employer plan administration and HR benefits administration within the United States as documented on Trinity Health benefits communications. USI provided recordkeeping and administrative support for the plan through the engagement timeframe, with the employer later transitioning plan recordkeeping to Fidelity effective December 2, 2024. Governance activities during the engagement encompassed plan administration workflows, participant service channels, and compliance reporting responsibilities typical of a retirement recordkeeping engagement. |
Buyer Intent: Companies Evaluating USI Consulting Group Retirement Recordkeeping
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||