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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

Benefits

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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Wealth

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.

Press Releases

Don’t Miss these ACA Reporting Requirements for 2025

It’s hard to believe that more than a decade has passed since the Patient Protection and Affordable Care Act (ACA) was signed into law during the Obama administration. Nicknamed “Obamacare,” the act was a comprehensive healthcare reform measure whose goal was making healthcare more available to millions of Americans. The law mandates that all individuals […]

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Offsetting Rising Healthcare Costs

When it comes to health care costs, it seems the only way is up. Over the last two decades, costs have continued to rise sharply in the United States with no signs of slowing down. This rise is putting more pressure on employers who not only have to reign in increasing health care costs and […]

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