U.S. Retirement Partners Acquires 20th Firm An Independent Employee Benefits Broker in Texas
Iselin, NJ, September 1, 2011—U.S. Retirement Partners (USRP) announced today that it has acquired Kean Financial Services (KFS), a Dallas, TX based firm that will be part of USRP’s national network of benefits and retirement plan providers serving the K-12 education market.
Keith Noel started in the benefits business with his father, Sam, in 1980, and founded Kean Financial Services in 1999. Since then, the business has grown to where they now service over 20,000 individual clients working in Independent School Districts (ISDs) throughout Texas. KFS works closely with another USRP Partner Firm, United Specialty Benefits (USB). They utilize USB’s web-based system (InRoll) to enroll, administer and service core and voluntary benefits, as well as Section 125 plans for ISDs and their employees.
“We add value to employee benefits plans by adding a very high level of personal service. We believe our combination of “high tech and high touch” services differentiates us in the ISD market. As an independent broker, the USB system gives us the flexibility to find the right solutions representing the best interests of the ISD and their employees,” said Mr. Noel, KFS President.
“Kean Financial is a well-established employee benefits broker with an excellent reputation in Texas. Their independence allows them the creativity needed to develop effective solutions for their school district clients. We’re delighted that they have joined the USRP team,” said Mark M. Skinner, President and CEO of USRP.