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U.S. Retirement Partners Acquires Industry Leader

U.S. Retirement Partners (USRP), a 403(b) benefits provider, announced today that it has acquired a prominent Florida company to be part of its national network serving the educator market. The latest acquisition, BENCOR Inc., is a Sarasota, Florida specialist founded in 1990 by Corky Taylor, President and CEO and Hugh Bishop, General Counsel. BENCOR, Inc. […]

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U.S. Retirement Partners Holds First Meeting of Principals

U.S. Retirement Partners, a national network of 403(b) benefits administrators, recently held its first meeting of principals to set priorities and share business highlights, such as the accumulation of $1.8 billion in assets under management and the building of an advisor group that already includes more than 175 professionals. “It was a terrific meeting. With […]

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U.S. Retirement Partners Announces Employee Education & Communication Workshop Platform

U.S. Retirement Partners has developed a series of workshops entitled the “Financial Educational Series (FES).” The workshop platform is comprised of over twenty presentations designed to help USRP Advisors educate 403(b) plan participants and guide them with their retirement financial and personal planning. Examples of workshop titles are: Establishing Y our Retirement Needs Understanding IRAs […]

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U.S. Retirement Partners Selects CentreTEK for Website Project Management Role

U.S. Retirement Partners (USRP), a premier national network of 403(b) firms, has chosen CentreTEK to perform project management functions regarding design and development of the new USRP portal website. CentreTEK will act as an advisor, in coordination with USRP management, and will oversee and coordinate project and technical activities between contracted outside programmers and 3rd […]

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U.S. Retirement Partners Acquires Prominent Florida Firm

U.S. Retirement Partners, which recently launched as a 403(b) benefits administrator, announced today that it has acquired a prominent south Florida company to be part of its national network of providers serving the K-12 teacher market. Stephen H. Greenberg & Associates of Weston, Fla., will continue to run its own business as part of U.S. […]

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Prominent Michigan Firm Eschels Financial Joins U.S. Retirement Partners, a National 403(b) Provider

U.S. Retirement Partners, which recently launched as a 403(b) benefits administrator, announced today that it has acquired a prominent Michigan company to be part of its national network of providers serving the K-12 teacher market. Eschels Financial Group of Birmingham, Mich., will continue to run its own business as part of U.S. Retirement Partners (USRP), […]

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U.S. Retirement Partners Acquires Prominent North Carolina Firm

U.S. Retirement Partners, which recently launched as a 403(b) benefits administrator, announced today that it has acquired a prominent North Carolina company to be part of its national network of providers serving the K-12 teacher market. F.R. Owen & Associates of Charlotte, N.C., will continue to run its own business as part of U.S. Retirement […]

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Centre Partners Announces Investment in U.S. Retirement Partners

Centre Partners, a leading middle market private equity firm, today announced its investment in U.S. Retirement Partners, Inc. (USRP). USRP was formed by Robert C. Dughi and Mark M. Skinner to create a leading national distribution firm in the tax deferred retirement plan market by uniting top tier independent distributors with market-leading infrastructure, technology and […]

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