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U.S. Retirement Partners Promotes Financial Wellness

U.S. Retirement Partners (USRP) continues to enhance their Financial Wellness Center microsite, launched in 2012, to support its Financial Wellness Program initiative. The site is a free resource providing non-branded, unbiased content to help employer and employee clients learn more about such topics as retirement savings, managing personal finance, life and health insurance needs, and […]

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U.S. Retirement Partners Acquires Prominent Pennsylvania Firm

U.S. Retirement Partners (USRP) announced today that it has acquired Kades Margolis Corporation (KMC), a firm that will be part of USRP’s national network of 403(b) providers serving the K-12 public education market. KMC is considered one of the preeminent and most respected retirement planning firms in the country. Founded in 1974, KMC is headquartered […]

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U.S. Retirement Partners Announces New Chief Information Officer

U.S. Retirement Partners (USRP) announced today that Kevin S. Dunn has joined them as Senior Vice President and Chief Information Officer. Kevin brings with him an extensive technology background, with over 20 years’ experience in highly available infrastructure, e-commerce, mobile application and payments, BYO Enterprise strategies, and the leadership of technical teams. In addition to […]

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OMNI Expedited Online Transaction Process Breaks New Ground

U.S. Retirement Partners (USRP) announced that The OMNI Group, a member of its U.S. Employee Benefits Services Group (USEBSG) division, now offers two enhanced online tools to expedite the processing and approval of participant requests. Participants and their service provider representatives can apply online for all plan transactions, including distributions, contract exchanges, loans, and hardship […]

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U.S. Employee Benefits Services Group Announces New National Director of Practice Management

U.S. Retirement Partners (USRP) announced today that Chuck Andolina has joined their Benefits division, U.S. Employee Benefits Services Group (USEBSG) as a Senior Vice President and National Director of Practice Management. Chuck brings with him an extensive background in delivering employee benefits solutions to the K-12, municipal, and corporate markets. Most recently, he was a […]

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BENCOR Hires Managing Director

U.S. Employee Benefits Services Group (USEBSG) announced today that C. Kurt Miller has joined its subsidiary, BENCOR, Inc., as Managing Director. Prior to joining BENCOR, Mr. Miller was the CEO and one of the founders of Financial Soundings, LLC, which, through its innovative retirement readiness program, helps employees plan and prepare for retirement. BENCOR, Inc., […]

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OMNI® Promotes Robert McLean

U.S. Retirement Partners (USRP) announced today that its member firm, The OMNI Group, has promoted Robert McLean to Vice President, General Counsel & Chief Compliance Officer. The OMNI Group is an independent full-service Third Party Administrator that offers services for all aspects of retirement plan administration. Mr. McLean will continue his role as General Counsel, […]

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Frank Owen Receives NTSA Elite Advisor Award

U.S. Retirement Partners (USRP) announced today that the National Tax-deferred Savings Association (NTSA) has recognized Frank Owen, CLU, ChFC as a recipient of the “NTSA Elite Advisor Award” at their annual 403(b) Summit. The award is an annual member recognition program that has been established to honor retirement plan advisors who have helped shape best […]

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Nina Rovinski to Lead The OMNI® Group

U.S. Retirement Partners (USRP) announced today that Nina Rovinksi has been named as the new President and Chief Executive Officer of its member firm, The OMNI Group, Inc. Previously, as Chief Operating Officer, she headed the overall administration of business operations, including technology and quality control procedures. The OMNI Group is an independent full-service Third […]

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U.S. Employee Benefits Services Group Acquires Common Remitter Business from CPI Qualified Plan Consultants, Inc.

U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group (USEBSG) division, acquired the Common Remitter Services business from CPI Qualified Plan Consultants, Inc. on February 28, 2014. Plan administration for 403(b) and 457(b) services will be transitioned to The OMNI Group, a member of USEBSG. This acquisition will add over 1,000 new school […]

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