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U.S. Retirement & Benefits Partners Acquires Retirement Business from Midwestern Financial Services Firm

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 […]

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ASBO International Announces U.S. Retirement & Benefits Partners as Affinity Partner

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 […]

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Jim Hallinan Pension Consulting, LLC Joins U.S. Retirement & Benefits Partners

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 […]

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Patrick Bello Named Managing Partner, President of Kades-Margolis

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 […]

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PASI Joins U.S. Retirement & Benefits Partners

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 […]

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Long Island Employee Benefits Group Joins U.S. Retirement & Benefits Partners

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 […]

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U.S. Retirement & Benefits Partners Announces Partnership with The Vistria Group, LP

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 […]

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Eric Gilbert, Doug Kreszl Serve as Expert Panelists at Benefits Conference

U.S. Retirement & Benefits Partners (USRBP) announced today that Managing Partners, Eric Gilbert of U.S. Employee Benefits Services Group, and Doug Kreszl of National Benefit Partners, served as expert panelists at this year’s BenefitsPRO Broker Expo 2023 in Atlanta, GA, May 8-10. The conference program is specifically designed to address the unique needs of brokers, […]

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U.S. Retirement & Benefits Partners Welcomes Bob Hartnett

U.S. Retirement & Benefits Partners (USRBP) announced today that Bob Hartnett has joined the company as Vice President, National Sales. He will report to Patrick Simonds, USRBP Chief Revenue Officer. In his role, Bob will be focused on all aspects of business development initiatives across the country. Hartnett has deep expertise in Healthcare, Stop Loss, […]

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