Strong local presence,

backed by national resources.

USI - Kibble and Prentice USI - Kibble and Prentice

USI Kibble & Prentice Retirement Plan Services

We provide industry leadership and objective advice to help optimize the value of an organization’s retirement plan. With our full range of fiduciary services, investment performance reviews and cost monitoring, we are able to help create a flexible plan positioned for success. Our seasoned team provides guidance on plan design, administration and effective employee communication strategizes to boost enrollment and raise awareness of retirement plan saving imperatives.


PARTICIPANT SERVICE CENTER

Contributing to your employer sponsored retirement plan is one of the most effective ways to prepare for your financial retirement future. To assist you with any questions you might have about your retirement account, please contact one of our Participant Service Representatives, available Monday - Friday between 8:00am and 5:00pm, PT.


EMAIL

get401k@usi.com

Typical response time is within 24 hours.


CALL

Direct: 206-676-3320
Toll Free: 866-468-7272 Option 2
VRU: 888-438-4015

If your call is outside of business hours, you may still access your retirement account information through our toll free number. You will be connected to our 24-hour AIS voice system where you will be prompted to enter your Social Security number and PIN.


MAIL

Attn: Participant Service Center

USI Kibble & Prentice

601 Union Street, Suite 1000

USI Kibble & Prentice

Seattle, WA 98101-4064


HELPFUL TOOLS AND LINKS

Participant Account Website Tutorial

Retirement Planning Tutorial

USI Kibble & PrenticeHoliday Schedule

Newsletters, Tools & Calculators, Links and Resources



PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of individuals and teams that stand out in the adviser industry based on a series of quantitative measures. These include the dollar value of qualified plan assets under administration, as well as the number of plans under advisement. The list is compiled annually by PLANSPONSOR and PLANADVISER magazine.

See more at:

http://www.planadviser.com/Top100/#!/Introduction-and-Methodology

http://www.planadviser.com/Top100/#!/2016/List-By-Category


About USI Insurance Services

USI is a leading local and national insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over $1.0 billion in revenue, employs more than 4,400 professionals and operates out of 140 local offices serving every state. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, 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 www.usi.com.

Account Log-In

Access Your Retirement Plan Accounts Online or call 866-468-7272 Option 2.


Announcements

Contribution Limits - The IRS announced that the contribution limits for 2017 will remain unchanged. Employees may defer up to $18,000 in their retirement plan. Those 50 and older, may contribute an additional $6,000 this year.

Learn About USI

See how USI is making a difference for our clients and our communities

VISIT USI.COM