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U.S. Retirement & Benefits Partners

We ensure that Educational, Governmental, Corporate and Private 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

USEBSG Partners with Queens, NY Insurance Brokerage Firm

U.S. Employee Benefits Services Group (USEBSG) announced today that their USEBSG Rochester division, with a satellite location in Long Island, NY, has partnered with JFA Insurance Brokerage & Associates, Inc. JFA is an independent full-service commercial insurance brokerage based in Bayside, NY that has been serving Queens, New York City, and surrounding communities throughout the […]

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U.S. Retirement & Benefits Partners Welcomes New Director of Legal & Corporate Matters

U.S. Retirement & Benefits Partners (USRBP) announced today that Jonathan Weiss has joined the company as its Director of Legal & Corporate Matters, and Associate General Counsel.  He is based in the New Jersey National Office and reports to Michael A. Mertz, Senior Vice President and General Counsel. Jon has extensive experience in delivering comprehensive […]

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NTSA Honors Past Presidents at 30th Anniversary Summit

U.S. Retirement & Benefits Partners (USRBP) announced today that three of its Partners were among the past presidents recognized by the National Tax-Deferred Savings Association (NTSA) at their 30th Anniversary Summit in Tampa, FL. USRBP Partners and business leaders Frank Owen of F.R. Owen & Associates and Ed Margolis and Randy Aranowitz of Kades-Margolis Corp. […]

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