News & Press

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 […]

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, […]

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, […]

U.S. Retirement & Benefits Partners (USRBP) announced today that John Resor, Managing Director of USRBP Partner Firm, BenefitVision, is retiring effective March 15, 2023. John joined BenefitVision in 1997 and has been instrumental in planning and managing the company’s growth, working closely with BenefitVision Managing Partner, Ronald Kleiman. Resor has been responsible for all aspects […]

U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of Paragon Alliance Group, LLC, which is a leading provider of third-party retirement plan consulting and administration services to qualified retirement plans. Founded in 2000, Paragon Alliance Group, LLC is led by owner, Rob Wisner, who oversees all aspects of the company with a primary […]

U.S. Retirement & Benefits Partners (USRBP) announced today that that it is taking over some of the services of a regional third-party administrator. Based in the Mid-Atlantic states, the regional TPA, which is primarily focused in the public sector, reached an agreement with USRBP to have OMNI&TSACG Compliance Services take over some of the services […]

U.S. Retirement & Benefits Partners (USRBP) announced today that Marc Tomlinson has joined their partner firm, BenefitVision, as a Managing Director reporting to Partner, Ron Kleiman. Based in California, he will support the Los Angeles BenefitVision enrollment and servicing team, nurture relationships with current clients, and introduce new clients to the valuable services offered across BenefitVision […]