News & Press

U.S. Retirement Partners (USRP) announced today that it has acquired United Specialty Benefits (USB), a firm that will be part of USRP’s national network that provides 403(b) retirement planning and other benefit services to the K-12 education market. USB, with headquarters in Bedford, Texas, was founded in 1995 by Gene Tyler. Since its inception, the […]

After a competitive bid process, BENCOR was chosen by the State of Florida to provide its FICA Alternative Plan to all qualifying state employees. There were several vendors considered, but BENCOR’s experience and total Plan offering resulted in their selection for a long-term contract award. BENCOR, Inc. is a U.S Retirement Partners Firm based in […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]