Iselin, NJ, May 28, 2024 – U.S. Retirement & Benefits Partners (USRBP) is pleased to announce today that Michael (Mike) S. Kryza, CFA, has joined the company as Chief Corporate Development Officer. In his new role, Mike will lead the corporate development team, overseeing pipeline development, evaluation, execution, due diligence, negotiations and completion of all USRBP […]
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Keep up with the latest news from U.S. Retirement & Benefits Partners, including press releases, blogs and white papers.
Edward Margolis, Kades-Margolis Corp. Cofounder, Receives Prestigious PSEA Award
U.S. Retirement & Benefits Partners announced today that Edward Margolis, executive chairman, cofounder, and former president of Kades-Margolis Corp., has been recognized by the Pennsylvania State Education Association (PSEA) and awarded the 2024 PSEA Lewis F. Adler Friend of Education Award. This is PSEA’s most significant, visible, and enduring recognition given to individuals who have […]
Read More Download PDFU.S. Retirement & Benefits Partners Acquires Retirement Business from Midwestern Financial Services Firm
U.S. Retirement & Benefits Partners (USRBP) announced today that it has acquired the corporate retirement book of business from a large Midwestern financial services firm. USRBP member firm, The Retirement Plan Company (TRPC), which has been servicing many of these clients through a prior outsourcing arrangement, will take over all third-party administration services for the […]
Read More Download PDFASBO International Announces U.S. Retirement & Benefits Partners as Affinity Partner
January 25, 2024, Ashburn, VA – The Association of School Business Officials International (ASBO) is pleased to welcome U.S. Retirement & Benefits Partners (USRBP) as the newest Affinity Partner in its Corporate Alliance Partnership (CAP) program. Through this partnership, ASBO International members will gain access to resources and tools designed to have a powerful impact on their […]
Read More Download PDFU.S. Retirement & Benefits Partners Acquires Services from Regional Benefits Broker
Iselin, NJ, January 16, 2024 – U.S. Retirement & Benefits Partners (USRBP) announced today that it has acquired a regional employee benefits broker in the greater Rochester, NY, market. The benefits broker has reached an agreement with USRBP and its Rochester, NY, Partner Firm, U.S. Employee Benefits Services Group (USEBSG-NY), to merge their client base […]
Read More Download PDFJim Hallinan Pension Consulting, LLC Joins U.S. Retirement & Benefits Partners
Iselin, NJ, January 8, 2024 – U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of Jim Hallinan Pension Consulting, LLC (JHPC), based in West Hartford, CT. JHPC, an independent third-party administrator led by James Hallinan, Jr., CPC, CFP®, has been providing successful pension plan consulting, design, and administration solutions to small businesses for […]
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