We have more than 35 years’ experience and a team of highly skilled professionals with specialized expertise in plan design, administration, employee communications and investments.
As an independent consultant, you can count on USI Kibble & Prentice for objective advice on how to structure a retirement plan that best meets your needs, goals and cost parameters. Our consultative process helps you select from a broad universe of investment alternatives, plan designs and administrative solutions. We disclose all fees and commissions involved, so you can make informed decisions based on the costs and benefits.
Our in-house analysts maintain ongoing monitoring of more than 6000 no-load, no-transaction fee mutual funds. Using objective criteria, we screen these funds to a short list of approximately 180 recommended selections, grouped by asset class. We also construct a range of model portfolios, appropriate for investors with different needs, goals and tolerance for risk.
USI Kibble & Prentice works to raise your employees’ awareness and heighten their appreciation of their plan’s options. We provide hardcopy and web-based materials designed to boost enrollment. We educate participants in group meetings on the fundamentals of retirement investing, emphasizing the principles of diversification as a guide to making prudent investment selections. One-on-one advice sessions are also provided for more personalized assistance.
We can help you design your plan and select service providers in the key areas of administration, investments and employee communications. Or we can deliver a full-service bundled solution, utilizing our in-house administration capabilities and providing recommendations and ongoing due diligence on investment options.
When you compare, feature for feature, you’ll find everything you are looking for in our plan administration services. A flexible investment platform, accurate and timely reporting, self-service online access—but the big difference is the quality of service you’ll receive. It starts with your dedicated service team, people who know you and your plan, firsthand. When you call with a question, a familiar voice answers the phone. You get right to the heart of the matter, without having to explain your situation to someone in a distant call center.
USI Kibble & Prentice's Participant Service Center website makes it easier for you and your employees to access 401k information, contact one of our representatives or read the latest industry news on the tools and links page. Participants and Plan Sponsors can obtain balance information, review and change fund elections, transfer existing accounts or change a PIN. For more information or to access our Participant Service Center site, please go to www.kp401k.com.