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U. S. Retirement Partners Introduces Modern Management Model (M3)

U.S. Retirement Partners (USRP) has introduced a management guide. The “Modern Management Model” or “M3” is a collection of 403(b)-specific “best practices” gathered by successful industry professionals over the last three decades. Originally drafted in late 2009, M3 was updated as a result of feedback received at the Partners Advisory Council Meeting earlier this year. […]

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U.S. Retirement Partners Launches New Website and CRM

U.S. Retirement Partners (USRP) has launched a fully interactive website and a new Client Relationship Management (CRM) System for their Advisors and Partner Firms. Assisting USRP in these efforts are three companies; CentreTek for project leadership/graphic art, Deepend of New York, NY for website design; and GWN Securities, Inc., for technical support. Through a single […]

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U.S. Retirement Partners Firm Launches New Website

U.S. Retirement Partners (USRP) announces that Retirement Planning Associates (RPA), a Regional Partner Firm in their 403(b) distribution network, has launched their new website (http://rpaeducator.com/). The website was designed to assist K-12 education employees and other individuals in making informed decisions about their retirement planning. RPA is the largest independent 403(b) specialist in Florida and […]

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U.S. Retirement Partners Announces the Formation of Two Business Units

U.S. Retirement Partners, Inc. (USRP) has formed two new entities which will further aid its national expansion plans. USRP Equities, LLC, the new Broker-Dealer (B/D), has been granted membership with the Financial Industry Regulatory Authority (FINRA). Robert Dughi and Mark Skinner will act as the principals of the B/D, which has been set up for […]

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U.S. Retirement Partners Hosts Partners Advisory Council Meeting

U.S. Retirement Partners held its second Partners Advisory Council Meeting in Orlando, FL on January 12 and 13, 2010. Disney’s Grand Floridian was again chosen as the venue for the meeting. The following Partner Firms participated in this year’s two-day event: Advanced Financial Strategies (AFS) BENCOR Bencor Retirement Group (BRG) Eschels Financial Group (EFG) Financial […]

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U.S. Retirement Partners Expands Business in Florida

U.S. Retirement Partners, already the largest independent firm of its kind operating in Florida, announced today that it has acquired the company BRG for its national network of 403(b) benefits providers serving the K-12 teacher market. BRG is based in Deerfield Beach, Fla., and serves Dade, Broward and Palm Beach counties. Founded by partners Kevin […]

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U.S. Retirement Partners Announces Strategic Alliance With Financial Independence Group

U.S. Retirement Partners has selected Financial Independence Group (FIG), a national leader among financial services marketing companies for more than 30 years, as its Independent Marketing Organization for non-403(b) client sales, it was announced today. FIG, located in Cornelius, N.C., a suburb of Charlotte, will focus its efforts on supporting U.S. Retirement Partner Advisors for […]

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U.S. Retirement Partners Selects Forefield for News/Content Provider

U.S. Retirement Partners (USRP), a national network of 403(b) benefits providers, announced today that it has selected Forefield, Inc. to supplement the USRP website with timely financial content. Forefield is a leading provider of financial planning knowledge that enables financial institutions and Advisors to better serve customers. Forefield will supply presentation materials, newsletters and seminars […]

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U.S. Retirement Partners Attends NTSAA 403(b) Compliance Resolution Summit

U.S. Retirement Partners is aware of the industry-wide concerns regarding the many service issues experienced in the current 403(b) environment as a result of recent regulatory changes. Two executives from U.S. Retirement Partners attended the 403(b) Compliance Resolution Summit which was hosted by the National Tax Sheltered Accounts Association (NTSAA), in Dallas, Texas, June 23–25. […]

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