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OMNI Enhances Employer Plan Details on Website

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement & Benefits Partners (USRBP), announced today that its member firm, OMNI, has launched enhancements to their website’s Employer Plan Details page. These significant changes are on an employer’s 403(b) and/or 457(b) “Plan Details” page.  The newly designed page streamlines the ability of participants to […]

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U.S. Retirement & Benefits Partners Acquires Assets of National Benefit Partners

U.S. Retirement & Benefits Partners (USRBP) is pleased to announce that they have acquired the assets of National Benefit Partners (NBP), the largest Independent Marketing Organization (IMO) in the voluntary employee benefits and worksite insurance market.  With East and West coast offices, NBP supports brokers nationally, providing “best in class” insurance products, underwriting, administration, and […]

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

[…] 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 party application providers. “USRP is excited to work with CentreTEK. Our joint efforts will guarantee that our website project will run smoothly,” said Mark M. Skinner, CEO and president […]

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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 Acquires Group of Five Florida Firms

U.S. Retirement Partners, a 403(b) benefits administrator, announced today that it has acquired a prominent Florida group to be part of its national network of providers serving the K12 teacher market. It is the sixth group acquired by USRP. The latest group of acquisitions, JM & Associates, Michael A. Borgailo & Associates, Summerfield Financial, BRC […]

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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 K12 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 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 Announces New Advisor Planning Tools

After a thorough due diligence process, U.S. Retirement Partners (USRP) contracted with Still River Retirement Planning Software, Inc. to build four custom calculators for use by its over 250 Advisors. These new calculators are a tremendous addition to the already robust MyUSRP website, and will give USRP Advisors valuable educational and planning tools when working […]

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U. S. Retirement Partners Enhances Client Relationship Management System (CRM)

U.S. Retirement Partners (USRP) released the latest version of its proprietary CRM for their Advisors and Partner Firms. These enhancements are a result of Advisor feedback after being piloted in the field during late 2010 and the first half of this year. Through a single signon portal, USRP Advisors and Partner Firms have access to […]

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U.S. Retirement Partners Enhances Financial Literacy Offering

U.S. Retirement Partners (USRP) announced today that it has added new content to its Retirement Resource Center, a website designed to provide a variety of educational materials to help employers and their employees learn more about retirement savings options, financial planning, and various types of insurance, among other topics. Introduced last year, this nonbranded site […]

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