Iselin, NJ, July 1, 2024— U.S. Retirement & Benefits Partners (USRBP) announced today that it has acquired the 403(b) third-party administration services of a prominent Midwest retirement service provider.

The regional administrator, which is primarily focused on the retirement marketplace, reached an agreement with U.S. Retirement & Benefits Partners to have OMNI&TSACG Compliance Services, a USRBP company, take over the Compliance services they previously provided to their clients. This will allow them to focus their energy and resources on services more core to their strategy, while assuring a smooth transition into the market-leading platform of OMNI&TSACG Compliance Services.

“Our partnership will allow the leadership of this firm to focus their energy and resources on services where they can further leverage their strengths,” stated Mike Kryza, Chief Corporate Development Officer. Kryza went on to say, “Most importantly, we are pleased to provide these clients with the opportunity to take advantage of the scale and depth of OMNI&TSACG’s capabilities.”

“We are excited to bring our state-of-the-art platform and industry leading Compliance services to these employers, as we expand USRBP’s footprint in the Midwest,” said Megan Schneider, USRBP CEO.

Brad Hope, OMNI&TSACG Managing Partner added, “We are thrilled to provide our best-in-class services to this group and further extend our presence in the Midwest.”

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 60 acquisitions throughout the U.S., USRBP serves over 15,000 employer groups with 3.5 million participants.  For more information, visit www.usrbpartners.com.