News & Press

Iselin, NJ, May 28, 2024 – U.S. Retirement & Benefits Partners (USRBP) is pleased to announce today that Michael (Mike) S. Kryza, CFA, has joined the company as Chief Corporate Development Officer. In his new role, Mike will lead the corporate development team, overseeing pipeline development, evaluation, execution, due diligence, negotiations and completion of all USRBP […]

 U.S. Retirement & Benefits Partners announced today that Edward Margolis, executive chairman, cofounder, and former president of Kades-Margolis Corp., has been recognized by the Pennsylvania State Education Association (PSEA) and awarded the 2024 PSEA Lewis F. Adler Friend of Education Award. This is PSEA’s most significant, visible, and enduring recognition given to individuals who have […]

U.S. Retirement & Benefits Partners (USRBP) announced today that it has acquired the corporate retirement book of business from a large Midwestern financial services firm. USRBP member firm, The Retirement Plan Company (TRPC), which has been servicing many of these clients through a prior outsourcing arrangement, will take over all third-party administration services for the […]

January 25, 2024, Ashburn, VA – The Association of School Business Officials International (ASBO) is pleased to welcome U.S. Retirement & Benefits Partners (USRBP) as the newest Affinity Partner in its Corporate Alliance Partnership (CAP) program. Through this partnership, ASBO International members will gain access to resources and tools designed to have a powerful impact on their […]

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 […]

Iselin, NJ, January 8, 2024 – U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of Jim Hallinan Pension Consulting, LLC (JHPC), based in West Hartford, CT. JHPC, an independent third-party administrator led by James Hallinan, Jr., CPC, CFP®, has been providing successful pension plan consulting, design, and administration solutions to small businesses for […]

Iselin, NJ, November 15, 2023 – U.S. Retirement & Benefits Partners (USRBP) announced today that Patrick Bello has been promoted to managing partner and president of its member firm, Kades-Margolis, a leading regional financial services and retirement planning organization primarily serving the education community in Pennsylvania.   Ed Margolis, Kades-Margolis cofounder, and former president will […]

Iselin, NJ, September 8, 2023 – U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of PASI (Pension Administrative Services Inc.), based in Farmington, CT. For almost 30 years, PASI, one of New England’s largest private retirement plan consulting and third-party administration firms, has been providing successful solutions to small and mid-size businesses throughout […]

Iselin, NJ, August 17, 2023 – U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of Long Island Employee Benefits Group (LIEBG), a retirement plan third-party administrator and employee benefits provider based in Huntington, NY. LIEBG provides comprehensive solutions to private and public employers for both retirement plans and health and welfare benefits that […]

U.S. Retirement & Benefits Partners (USRBP), a leading national provider of employee benefits and retirement planning services, announced today a strategic partnership with The Vistria Group, LP (The Vistria Group) to acquire the company. Kohlberg & Company (Kohlberg), the previous majority investor, will remain as a minority investor and partner with The Vistria Group […]