Skip to main content
Filter by...
Filter

Gene Tyler Serves as Keynote Speaker at Benefits Conference

InRoll, a U.S. Employee Benefits Services Group (USEBSG) firm, announced today that Managing Partner, Gene Tyler, served as a keynote speaker at the Workplace Benefits Mania conference held in Las Vegas, NV from July 18-20, 2016.  The annual conference brings together 600+ brokers, agents and advisers to discover the latest strategic approaches, tools and technologies […]

Read More Download PDF

Mark M. Skinner Leads Workshop Panel at Benefits Conference

U.S. Retirement Partners (USRP) announced today that its President and CEO, Mark Skinner, led a workshop at the Workplace Benefits Mania conference held in Las Vegas, NV from July 18-20, 2016.  The annual conference brings together 600+ brokers, agents and advisers to discover the latest strategic approaches, tools and technologies to grow their benefits practices. […]

Read More Download PDF

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 […]

Read More Download PDF

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 […]

Read More Download PDF

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 […]

Read More Download PDF

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 […]

Read More Download PDF

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 […]

Read More Download PDF

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 […]

Read More Download PDF

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. […]

Read More Download PDF

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 […]

Read More Download PDF