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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. […]

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 […]

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 […]

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 […]

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 […]

U.S. Retirement Partners (USRP) announced today that it has introduced its Retirement Resource Center intended for use by USRP’s employer and employee clients. USRP is a national network of benefits and retirement planning specialists serving the K–12 education market. The web–based Retirement Resource Center microsite has easy–to–use tools to help employers and their employees learn […]

U.S. Retirement Partners (USRP) announces the acquisition of its 24th Partner Firm, Titan Insurance and Employee Benefits Agency (Titan) of Rochester, NY, which is the 6th to join its U.S. Employee Benefits Services Group (USEBSG) division. Titan will be an integral part of the USRP/USEBSG national network of benefits and retirement plan providers serving the […]

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement Partners, announced today that Jack Dickerson has joined its subsidiary, Kean Financial Services, as a Director. He will be responsible for new business development in the K–12 public school market in the Dallas/Fort Worth Metroplex. Prior to joining USEBSG, Mr. Dickerson was a partner […]

Mutual, Inc., a member of U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group announced today that they have introduced and implemented new cost–saving supplemental retirement plans for police officers on Long Island. The new plans, known as Special Pay Plans, provide police officers and other local governmental employees with a supplemental retirement […]

U.S. Retirement Partners (USRP) continues to enhance their Financial Wellness Center microsite, launched in 2012, to support its Financial Wellness Program initiative. The site is a free resource providing non–branded, unbiased content to help employer and employee clients learn more about such topics as retirement savings, managing personal finance, life and health insurance needs, and […]