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Lisa Free-Martin Joins U.S. Employee Benefits Services Group

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement Partners, announced today that they have hired Lisa Free-Martin as a Managing Director. Mrs. Free-Martin will be responsible for independent broker and consultant distribution of InRoll+, a full service online benefits administration system.  She will promote the system to benefits professionals throughout the country […]

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BW Employee Benefits Joins U.S. Employee Benefits Services Group

U.S. Retirement Partners announces the acquisition of BW Employee Benefits, LLC (BWEB) of Dayton, OH.  BWEB joins USRP’s U.S. Employee Benefits Services Group division (USEBSG), expanding their national presence in Ohio and Indiana. BW Employee Benefits serves over 200 clients in the corporate market with a wide range of services including Benefits, HR, and ACA […]

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U.S. Retirement Partners Acquires Retirement Recordkeeping and Third Party Administrator Company

U.S. Retirement Partners (USRP) announced today that it has acquired The Retirement Plan Company (TRPC), which will be part of USRP’s national network of independent benefits and retirement planning specialists serving the education, governmental and corporate markets. With locations in Brentwood, TN; Greenville, SC; Dayton, OH; and Portland, OR, TRPC provides services to over 5,000 […]

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U.S. Retirement Partners Launches Client 4 Life Management System

U.S. Retirement Partners (USRP) has announced today that it has launched the Client 4 Life Management System (C4L) within the organization, with plans to implement it throughout the company over the coming year. The Client for Life Management System utilizes the cloud-based Salesforce CRM platform enhanced by “Wealth Plus,” a specialty financial services package provided […]

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U.S. Retirement Partners Implements New Financial Management Tool

U.S. Retirement Partners (USRP) announced today that they have implemented a new cloud-based financial management software system, which allows USRP to provide advanced business intelligence regarding strategic trends to the management team. The software enables USRP to streamline financial data, significantly improving efficiency by providing an automated process for data integration, analysis and reporting.  Of […]

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Robert McLean to Lead The OMNI® Group

U.S. Retirement Partners (USRP) announced today that Robert McLean has been named as the new President and Chief Executive Officer of its member firm, The OMNI Group, Inc. Previously, as Vice President, Rob also served as General Counsel and Chief Compliance Officer and played a key role in developing 403(b) and 457(b) plan documents, as […]

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U.S. Retirement Partners Launches Enhanced Website

U.S. Retirement Partners (USRP) announced today that it has enhanced its public website at usrbpartners.com. The new website format reflects USRP’s ongoing growth and innovative trends in the employer-sponsored markets for their customers as well as their Advisors and regional Partner Firms. “It’s important to have a website that is secure, mobile-friendly, and allows U.S. […]

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Paul Miller Joins U.S. Employee Benefits Services Group

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement Partners, announced today that Paul Miller has joined USEBSG as a Managing Director. Mr. Miller, a Certified Employee Benefit Specialist (CEBS), has extensive experience in the employee benefits industry in various leadership and management roles with both leading insurance companies, Consulting firms and trade […]

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U.S. Employee Benefits Services Group Promotes ACA Services

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement Partners, is on the forefront of providing comprehensive Affordable Care Act (ACA) consulting services to employers nationwide. USEBSG has implemented state-of-the-art technology systems to fully support employers’ ACA compliance and reporting requirements, helping them to navigate all aspects of healthcare reform with confidence. Experienced […]

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Robert McLean Leads IRS Audit Panel Discussion

U.S. Employee Benefits Services Group announced today that Robert F. McLean II, Vice President of its member firm, OMNI, was the moderator of a discussion panel on IRS audits at the 2015 NTSA 403(b) Summit held from June 28-30, 2015. Mr. McLean was selected by the NTSA Planning Committee to serve in this prestigious role […]

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