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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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Alison Richard Joins U.S. Employee Benefits Services Group

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement Partners, announced today that Alison Richard has joined its New York State office as a Sales Director. She will be responsible for the design and strategy of employee benefit plans for the public employer and school district market segment around the Albany, NY area. […]

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U.S. Employee Benefits Services Group Designated as Strategic Partner by NYSASBO

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement Partners, announced today that it has been named as a Strategic Partner by the New York State Association of School Business Officials (NYSASBO). USEBSG, through its Rochester and Long Island, New York locations, provides employee benefits administration and Affordable Care Act compliance and reporting […]

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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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