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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

Courtney Munoz Honored with President’s Award

U.S. Retirement & Benefits Partners (USRBP) announced today that Courtney Munoz, Senior Vice President of Strategic Initiatives at USRBP, received the President’s Award in appreciation of her leadership of the western region.  In her prior role as Western Divisional Senior Vice President, Courtney was responsible for the management and growth of USRBP Partner Firms in […]

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Joe Avallone Receives NTSA Elite Advisor Award

U.S. Retirement & Benefits Partners (USRBP) announced today that Joe Avallone has been recognized as a recipient of the National Tax-Deferred Savings Association’s (NTSA) 2020 NTSA Elite Advisor Award.  Joe is a Founding Partner of USRBP Partner Firm, Retirement Planning Associates, in Winter Springs, FL, which specializes in providing retirement planning services to K-12 and […]

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Kerrigan Kahl to Lead Chimienti & Associates

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement & Benefits Partners (USRBP), announced today that Kerrigan R. Kahl has been named as the new Managing Partner of its member firm, Chimienti & Associates, in Visalia, CA.  Kerrigan joined the firm in September 2019 as the Managing Director.  Chimienti & Associates specializes in […]

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