About Us
U.S. Retirement & Benefits Partners is a technology-focused, independent national financial services firm specializing in employee benefits and employer-sponsored retirement plans for public school, governmental, corporate, union, and non-profit employers.
History
U.S. Retirement & Benefits Partners (USRBP) was founded by an experienced group of retirement industry professionals with a specialized expertise in employee benefits and multiple retirement plan markets, including 403(b), 457(b), 401(k), and 401(a).
From the very beginning, USRBP has taken a strategic approach to the retirement planning and benefits industries by leveraging technology to provide top-tier independent retirement planning and benefits Partner Firms with resources typically reserved for large national firms.
In turn, USRBP’s regional Partner Firms empower their skilled Advisors and Benefits Brokers and Consultants with the necessary tools and support to offer outstanding solutions and services to more than two million clients across the country through a combination of technology, personal service, and extensive product offerings.
Mission
To be the preeminent independent national Benefits and Wealth Management services organization, focused exclusively on addressing the needs of our clients through comprehensive services built on robust technology and a foundation of education, and delivered with superior personal service.
Who We Serve
By providing our regional Partner Firms with resources and tools typically reserved for larger, more impersonal companies, U.S. Retirement & Benefits Partners is able to serve educational, governmental, corporate, union, and non-profit employers with the care and attention that their employees deserve. Helping them make retirement planning decisions that align with their goals and objectives, and benefit choices suited for their personal needs.
Clients
We specialize in providing employees with one-on-one enrollment support and ongoing personalized solutions for their retirement and financial planning needs. We also provide employees with education and guidance to help them select the benefit plan options best for them.
Employers
We provide and service a wide range of employer-sponsored retirement plans – from 403(b), 457(b), 401(k) to Special Pay and FICA Alternative Plans, along with third-party administration. Additionally, we work closely with employers to design a customized suite of employee benefits and provide ongoing consultation and administration services.
Advisors & Consultants
We are dedicated to providing Advisors, Brokers and Consultants with the tools and resources necessary to assist in the benefits, retirement planning, and insurance needs of their clients. They have access to extensive workshops, client management applications, integrated financial planning tools and more to effectively develop their businesses and service their clients.
Partners
We vigorously support the success of each Partner Firm by providing valuable resources to empower them to deliver superior services while developing and growing their independent firms. Learn about partnering with USRBP.