Iselin, NJ, January 16, 2024 – U.S. Retirement & Benefits Partners (USRBP) announced today that it has acquired a regional employee benefits broker in the greater Rochester, NY, market.

The benefits broker has reached an agreement with USRBP and its Rochester, NY, Partner Firm, U.S. Employee Benefits Services Group (USEBSG-NY), to merge their client base and their service activities, while ensuring a smooth transition onto USEBSG-NY’s platform.

Eric Gilbert, Managing Partner of USEBSG-NY, said, “We’re excited to merge this broker’s benefits practice with ours. As this industry grows more complicated by the day, we can provide the increased level of support to their long-standing group of clients.”

“Adding this group of clients allows us to bring them expanded industry-leading services supported by a national company, enabling these clients to take advantage of the scale and depth of USRBP’s and USEBSG-NY’s capabilities,” said Megan Schneider, USRBP CEO.

About U.S. Retirement & Benefits Partners: U.S. Retirement & Benefits Partners, with headquarters in Iselin, NJ, is one of the nation’s largest independent, national financial services firms specializing in employee benefit and employer-sponsored retirement plans in the K-12 public school, governmental, corporate, and non-profit markets. Through 58 acquisitions throughout the U.S., USRBP serves over 15,000 employer groups with 3.5 million participants. For more information, visit www.usrbpartners.com.