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U.S. Retirement Partners Acquires Prominent Ohio Firm

U.S. Retirement Partners (USRP) announced today that it has acquired National Educational Services, LLC (NES), a firm that will be part of USRP’s national network of 403(b) providers serving the K-12 education market. NES, with headquarters in Cincinnati, OH, was founded 25 years ago by Paul Bain. Since its inception, the company has built a […]

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U.S. Retirement Partners Acquires Leading Texas Firm

U.S. Retirement Partners (USRP) announced today that it has acquired Inspire Financial Group (IFG), a firm that will be part of USRP’s national network of 403(b) providers serving the K-12 education market. IFG, with headquarters in Richardson, Texas, was founded in 1997. The organization is lead by Tyson and Korbin King (brothers), whose skill sets […]

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U.S. Retirement Partners Acquires Prominent California Firm

U.S. Retirement Partners (USRP) announced today that it has acquired Employee Benefits Services Group (EBSG), an established financial services firm that will be part of USRP’s national network of organizations serving the K-12 education market. EBSG, with headquarters in Campbell, CA, was founded in 1989. Since its inception, the organization has focused on delivering high […]

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U.S. Retirement Partners Acquires Texas Employee Benefits Firm

U.S. Retirement Partners (USRP) announced today that it has acquired United Specialty Benefits (USB), a firm that will be part of USRP’s national network that provides 403(b) retirement planning and other benefit services to the K-12 education market. USB, with headquarters in Bedford, Texas, was founded in 1995 by Gene Tyler. Since its inception, the […]

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U. S. Retirement Partners Introduces Modern Management Model (M3)

U.S. Retirement Partners (USRP) has introduced a management guide. The “Modern Management Model” or “M3” is a collection of 403(b)-specific “best practices” gathered by successful industry professionals over the last three decades. Originally drafted in late 2009, M3 was updated as a result of feedback received at the Partners Advisory Council Meeting earlier this year. […]

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U.S. Retirement Partners Launches New Website and CRM

U.S. Retirement Partners (USRP) has launched a fully interactive website and a new Client Relationship Management (CRM) System for their Advisors and Partner Firms. Assisting USRP in these efforts are three companies; CentreTek for project leadership/graphic art, Deepend of New York, NY for website design; and GWN Securities, Inc., for technical support. Through a single […]

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U.S. Retirement Partners Firm Launches New Website

U.S. Retirement Partners (USRP) announces that Retirement Planning Associates (RPA), a Regional Partner Firm in their 403(b) distribution network, has launched their new website (http://rpaeducator.com/). The website was designed to assist K-12 education employees and other individuals in making informed decisions about their retirement planning. RPA is the largest independent 403(b) specialist in Florida and […]

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U.S. Retirement Partners Announces the Formation of Two Business Units

U.S. Retirement Partners, Inc. (USRP) has formed two new entities which will further aid its national expansion plans. USRP Equities, LLC, the new Broker-Dealer (B/D), has been granted membership with the Financial Industry Regulatory Authority (FINRA). Robert Dughi and Mark Skinner will act as the principals of the B/D, which has been set up for […]

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U.S. Retirement Partners Hosts Partners Advisory Council Meeting

U.S. Retirement Partners held its second Partners Advisory Council Meeting in Orlando, FL on January 12 and 13, 2010. Disney’s Grand Floridian was again chosen as the venue for the meeting. The following Partner Firms participated in this year’s two-day event: Advanced Financial Strategies (AFS) BENCOR Bencor Retirement Group (BRG) Eschels Financial Group (EFG) Financial […]

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