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The OMNI® Group Joins U.S. Retirement Partners

U.S. Retirement Partners (USRP) announces that, The OMNI Group (OMNI), a Rochester, NY based 403(b)/457(b) Third Party Administrator (TPA) has become a part of USRP. OMNI is a keystone member of U.S. Employee Benefits Service Group (USEBSG), a separate division established by USRP to provide independent benefits and administrative solutions to Public Employers nationwide. Their […]

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U.S. Retirement Partners Acquires 21st Partner Firm

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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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, […]

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U.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 […]

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U.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 […]

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U.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 […]

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U.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 […]

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U.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 […]

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