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
206.676.3320 or Toll Free: (888) GET-401K (1-888-438-4015)
Press *0 for a Representative
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.