Featured Jobs


Senior Pension Consultant (Westlake Village CA / Telecommute)

Retirement Plan Administrator (Birmingham AL / Telecommute)

Retirement Plan Sales Territory Manager (Irving TX)

NQ Client Services Manager (Private Label) (Lake Mary FL / Dallas TX)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

By Date   |   By Company Name


View More Press Releases by USI

Press release:

USI Consulting Group Hires Bill Tracy as VP, Retirement Services

Issued by: USI

Date: Oct. 19, 2018

GLASTONBURY, CT, October 12, 2018 -- USI Consulting Group (USICG) is pleased to announce that Bill Tracy has been named vice president of retirement services, based in Pittsburgh, Pennsylvania. In this role, Tracy will be responsible for leading new business development activities in western and central Pennsylvania. He will also consult on fee diagnostics, fiduciary governance, vendor selection, plan design, plan investments, retirement readiness and financial wellness.

Mark Sarlo, senior vice president and sales director for USICG, said: "We are excited to have Bill join the USICG team. Bill's hiring further reinforces our commitment to attracting top industry talent and expanding our retirement consulting services on a national scale."

Tracy has over 20 years of experience working with retirement products and services, including consultative sales and relationship management. He is also experienced in plan design, investment management and related administrative services for corporations, non-profit organizations and public entities. Tracy earned his Bachelor of Science degree in Psychology from Penn State University and Master's in Business degree from the University of Massachusetts. Industry education and designations include: FINRA Series 7, 63 and 66.

About USI Consulting Group

USICG is a premier provider of defined contribution and defined benefit plan consulting and administration services. It is an affiliate company of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC. Additional information may be found at usicg.com.

About USI

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects together over 6,000 industry-leading professionals across more than 150 offices to serve clients' local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE AdvantageŽ, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com or follow us on LinkedIn, Facebook, or Twitter.

View More Press Releases by USI


This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2019 BenefitsLink.com, Inc.