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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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United 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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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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