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Vice President of Retirement Plan Services
 

Derek Bailey is the Vice President of Retirement Plan Services at USI Consulting Group in Omaha, NE. He is responsible for new business development for defined contribution and defined benefit plans in Nebraska, Iowa and Kansas.

Derek has extensive experience working with corporate, non-profit and governmental agencies to create successful retirement plans. He is also experienced in vendor fee negotiations, investment analysis, plan design, and fiduciary compliance. Prior to an acquisition by USI, Derek was a shareholder of a regional employee benefit and property casualty firm based out of Omaha where he helped start the retirement plan division which grew to 90 clients and over $1.8B in AUA. In 2015 and 2017, Derek was named top 40 under 40 retirement plan consultants by the National Association of Plan Advisors.

Derek graduated from the University of Nebraska at Kearney in 2004. Industry education and designations include: Chartered Retirement Plans SpecialistSM (CRPS®) and Accredited Investment Fiduciary® (AIF®) as well as FINRA administered Series 6, 63, and 65.

 
 
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.