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U.S. Retirement & Benefits Partners

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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View our feature in Employee Benefit Adviser Magazine

What We Do


Through our U.S. Retirement Partners group, we deliver unbiased personal retirement planning services to individuals and their families, treating their retirement planning with the utmost care. Through one-on-one counseling, Advisors work with individuals 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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We believe that there is a direct connection or fusion between employee benefits and retirement plans. Technology is the tool to bridge the gap and we have invested in state–of-the-art technology platforms to empower both employers and employees to confidently and efficiently navigate their retirement and benefits plans.

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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 benefits plan design and consultation to third party administration and recordkeeping for retirement plans, we are an employer’s single-source solution.

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Visit the Financial Wellness Center for unbiased educational self-help tools to guide you on your path to financial wellness.

Press Releases

U.S. Retirement & Benefits Partners Welcomes New COO

U.S. Retirement & Benefits Partners (USRBP) announced today that Megan Schneider has joined the company as its Chief Operating Officer, based in their National Office in Iselin, New Jersey.  She will report to USRBP President and Chief Executive Officer, Mark M. Skinner. Megan comes to USRBP with an impressive career of 16 years at Willis […]

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USRBP Equities, LLC Names Co-principal

U.S. Retirement & Benefits Partners (USRBP) announced today that Courtney E. Munoz has been named as a co-principal of USRP Equities, LLC, the limited purpose broker-dealer division of USRBP. Based in California, Courtney is USRBP’s Western Divisional Senior Vice President, overseeing USRBP Partner Firms in the western U.S. to manage and promote growth.  As co-principal […]

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USRBP Partner Firm, NavigateHCR, Makes HR Tech Outlook’s Top 10

HR Tech Outlook, a publication focusing on the HR technology market, featured NavigateHCR, a USRBP Partner Firm, in their list of “Top 10 Compliance Consulting/Services Companies.” NavigateHCR President, Dr. Kristin Kahle, is featured in the article “Simplifying Healthcare Regulations.”  Click here to read the full article.

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