Universal Retirement Consulting Group

Universal Retirement is the nations most unique and innovative retirement services consulting firm. Our mission is to deliver extraordinary results for our clients by ensuring that their retirement benefit plans are established, and continually operated, to the highest standards of fiduciary compliance and optimal efficiency. In doing so we help plan participants achieve a safe, comfortable, and secure retirement. URI is the only retirement services consulting firm in the nation that will act as a truly independent, named, full-discretion and full-scope fiduciary. We can do so because URI is the only retirement consulting firm in the nation with the tacit knowledge and retirement plan marketplace expertise to provide innovative and trademarked insights like our Universal Investment Limitation ExpenseTM Computation, Nested Marketplace InneficienciesTM Analysis, and Retirement Services Vertical Service ChainTM Study. URI also provides strategic and management consulting services to retirement industry service providers. The holistic view of, and broad-based tacit knowledge in, the many different disciplines that go in to the successful management and operation of a retirement services business, allows URI to help service providers: o Overcome Core Rigidities o Classify Brand uniqueness and marketplace value-add o Identify proper market segments o Create and Improve products and services o Expand distribution and sales