We ensure that Educational, Governmental, Corporate, and Non-profit employers and employees get the help they deserve when designing and managing their benefits and retirement programs.
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Through our U.S. Employee Benefits Services Group, we offer a comprehensive menu of services to help employers and employees manage their employee benefits and employer-sponsored retirement plans. From employee benefit plan design, consultation and enrollment to third-party administration and recordkeeping for retirement plans, we are an employer’s single-source solution.
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Through our U.S. Retirement Partners group, we deliver unbiased personal retirement & financial planning services to individuals and their families. Through one-on-one counseling, Advisors work with clients to identify solutions and create customized retirement plans for their specific and unique needs, helping them attain their financial goals for the retirement of their dreams.
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Visit the Financial Wellness Center for unbiased educational self-help tools to guide you on your path to financial wellness.
Iselin, NJ, November 15, 2023 – U.S. Retirement & Benefits Partners (USRBP) announced today that Patrick Bello has been promoted to managing partner and president of its member firm, Kades-Margolis, a leading regional financial services and retirement planning organization primarily serving the education community in Pennsylvania. Ed Margolis, Kades-Margolis cofounder, and former president will […]
Read MoreIselin, NJ, September 8, 2023 – U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of PASI (Pension Administrative Services Inc.), based in Farmington, CT. For almost 30 years, PASI, one of New England’s largest private retirement plan consulting and third-party administration firms, has been providing successful solutions to small and mid-size businesses throughout […]
Read MoreIselin, NJ, August 17, 2023 – U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of Long Island Employee Benefits Group (LIEBG), a retirement plan third-party administrator and employee benefits provider based in Huntington, NY. LIEBG provides comprehensive solutions to private and public employers for both retirement plans and health and welfare benefits that […]
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