U.S. Retirement Partners (USRP) announces it has acquired its 21st Partner Firm, Riata Financial Group (Riata), a New Braunfels, TX based firm that will be part of USRP’s national network of benefits and retirement plan providers serving the K-12 education market. Riata was founded by Rusty Freeman in 1981, and currently serves more than 12,000 […]
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Keep up with the latest news from U.S. Retirement & Benefits Partners.
U.S. Retirement Partners Establishes an Employee Benefits Division
U.S. Retirement Partners (USRP) announced today that it has established a separate employee benefits division, U.S. Employee Benefits Group (USEBSG), which will be part of USRP’s national network of benefits and retirement plan providers serving the Public Employer market. Through the acquisition of numerous independent firms providing employee benefits plans and assistance to Public Employers, […]
Read More Download PDFU.S. Retirement Partners Announces Enhanced Advisor Planning Tools
U.S. Retirement Partners (USRP) contracted Still River Retirement Planning Software, Inc. to enhance their Florida Deferred Retirement Option Program (DROP) calculator and add a Partial Lump Sum Option (PLSO) calculator to their already robust Advisor- focused tools. These new calculators will soon be available on the MyUSRP website. Several Partners contributed to the requirements building […]
Read More Download PDFU.S. Retirement Partners Acquires 20th Firm An Independent Employee Benefits Broker in Texas
U.S. Retirement Partners (USRP) announced today that it has acquired Kean Financial Services (KFS), a Dallas, TX based firm that will be part of USRP’s national network of benefits and retirement plan providers serving the K-12 education market. Keith Noel started in the benefits business with his father, Sam, in 1980, and founded Kean Financial […]
Read More Download PDFU.S. Retirement Partners Firm Receives Coveted Award
U.S. Retirement Partners (USRP) announced today that Inspire Financial Group, Inc. (IFG), a firm in USRP‟s national network of employee benefits and retirement plan providers, is a recipient of the prestigious 2011 Five Star Wealth ManagerSM Award in the state of Texas. The Five Star Wealth Manager Program distinguishes the top Advisors and firms by […]
Read More Download PDFU. S. Retirement Partners Enhances Client Relationship Management System (CRM)
U.S. Retirement Partners (USRP) released the latest version of its proprietary CRM for their Advisors and Partner Firms. These enhancements are a result of Advisor feedback after being piloted in the field during late 2010 and the first half of this year. Through a single sign-on portal, USRP Advisors and Partner Firms have access to […]
Read More Download PDFU.S. Retirement Partners Acquires Leading Southern California Firm
U.S. Retirement Partners (USRP) announced today that it has acquired USD Insurance and Financial Services, Inc. (USD), a firm that will be part of USRP’s national network of 403(b) providers serving the K-12 education market. USD, with headquarters in Los Angeles, was founded in 2000 by Chris Quirarte. The firm serves clients through its eight-person […]
Read More Download PDFU.S. Retirement Partners Acquires Prominent Texas Firm
U.S. Retirement Partners (USRP) announced today that it has acquired Momentum Financial Group (MFG), a firm that will be part of USRP’s national network of 403(b) providers serving the K-12 education market. MFG, with headquarters in Houston, Texas, was founded in 2003. The organization is led by Bilal Aquil and Gerald Brooks, whose backgrounds and […]
Read More Download PDFU.S. Retirement Partners Announces New Advisor Planning Tools
After a thorough due diligence process, U.S. Retirement Partners (USRP) contracted with Still River Retirement Planning Software, Inc. to build four custom calculators for use by its over 250 Advisors. These new calculators are a tremendous addition to the already robust MyUSRP website, and will give USRP Advisors valuable educational and planning tools when working […]
Read More Download PDFUnited Specialty Benefits Awarded Contract
After a thorough due diligence process, United Specialty Benefits (USB) was chosen by the 10,000 employee Fort Worth Independent School District to provide its online enrollment and benefits administration. The enrollment program will be marketed as “InRoll” to all of its employees. There were several vendors considered, but USB’s experience and total plan offerings resulted […]
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