Iselin, NJ, November 15, 2023 – U.S. Retirement & Benefits Partners (USRBP) announced today that Patrick Bello has been promoted to managing partner and president of its member firm, Kades–Margolis, a leading regional financial services and retirement planning organization primarily serving the education community in Pennsylvania. Ed Margolis, Kades–Margolis cofounder, and former president will […]
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Cofounder and Previous President Ed Margolis to Stay on as Executive Chairman
Ross Krasnow
Ross Krasnow joined U.S. Retirement & Benefits Partners in February 2019 under their U.S. Employee Benefits Services Group (USEBSG) division as Vice President, National Practice Leader Employee Benefits, where he oversaw the Employee Benefits Operations, including managing the P&L and sales activities of all USRBP Employee Benefits firms. In July 2021, Ross assumed the role […]
Read More!Rising healthcare costs are driving up employer health insurance premiums.
Healthcare costs are on the rise again in 2024, and consequently, so are healthcare insurance premiums. Costs for employers are expected to grow by 8.5% this year to more than $15,000 per employee. Many factors are driving up the cost of employer–provided coverage, including rising demand for medical services, the availability of new treatments, and […]
Read More!Marc Tomlinson Joins USRBP as Managing Director
U.S. Retirement & Benefits Partners (USRBP) announced today that Marc Tomlinson has joined their partner firm, BenefitVision, as a Managing Director reporting to Partner, Ron Kleiman. Based in California, he will support the Los Angeles BenefitVision enrollment and servicing team, nurture relationships with current clients, and introduce new clients to the valuable services offered across BenefitVision […]
Read More!Alan Ingley
Alan Ingley joined U.S. Enrollment Services Benefits Administration Center of Excellence (BACOE), a division of U.S. Retirement & Benefits Partners (USRBP), in October 2023 as Managing Partner. His responsibilities include co–developing an integrated go–to–market strategy with the BACOE, Call Center and Enrollment Teams nationally that drives new business growth externally while improving BenAdmin utilization with […]
Read More!Darin Reeser
Darin Reeser joined U.S. Employee Benefits Service Group (USEBSG), a division of U.S. Retirement & Benefits Partners, in September 2024 as the Texas Practice Leader and Managing Partner of the Irving, TX, USEBSG branch. He is responsible for new business development and overall operations in benefits brokerage firms throughout the state. Before stepping into his […]
Read More!Grace Markert
Grace Markert joined USRBP in April 2021 as Director of Business Operations. She is responsible for driving Partner Firm operational excellence, process development, account team growth, client delivery standards, and platform utilization. Prior to joining USRBP, Grace held a senior position within the North American Business Operations team at WTW. In this role, she spearheaded […]
Read More!BENCOR is Awarded FICA Alternative Plan Contract for State of Florida Employees
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 […]
Read More!Robert McLean Leads IRS Audit Panel Discussion
U.S. Employee Benefits Services Group announced today that Robert F. McLean II, Vice President of its member firm, OMNI, was the moderator of a discussion panel on IRS audits at the 2015 NTSA 403(b) Summit held from June 28–30, 2015. Mr. McLean was selected by the NTSA Planning Committee to serve in this prestigious role […]
Read More!David J. Wetsman, J.D.
David Wetsman is a Principal and Managing Partner of PASI (Pension Administrative Services, Inc.), which joined U.S. Retirement & Benefits Partners in September 2023. David has 25 years of experience working in the design, administration and implementation of qualified and non–qualified retirement plans. He has an extensive legal background relating to IRS and DOL regulations […]
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