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[…] U.S. At UUG, Jason was responsible for valuation, deal negotiation, pre–closing integration, and maintaining the acquisition pipeline. Before United Urology Group, Jason worked as an Investment Banking Associate in Jefferies’ M&A group. At Jefferies, Jason worked on numerous transactions spanning across the consumer, industrials, fintech, and tech–enabled services verticals. Jason received a Bachelor of […]

Dal is the President and CEO of Insurance One Management, Inc. d/b/a Don Crawford & Associates.  Don Crawford himself worked with West Texas area employers from 1969 until his retirement 50 years later in 2019 when Dal purchased the insurance agency from Don after working for and with Mr. Crawford for over 20 years in […]

Bill Pearce joined The Retirement Plan Company (TRPC) in January 2016 as their CIO, responsible for setting the technological direction of the company and managing TRPC’s global Development and QA staff. Bill’s entire 30+ year career is comprised of pension systems software development, beginning in 1984 developing the first in–house DC and DB administration systems […]

U.S. Retirement Partners (USRP) announced today that their member firm, BENCOR, has introduced expanded services for plan participants and sponsors. The new services for employees include many new online tools and options to enhance the participant experience and provide them with expanded services, including: Online beneficiary designations Expanded forms library Electronic statement delivery Full statement […]

InRoll, a U.S. Employee Benefits Services Group (USEBSG) firm, announced today that Managing Director, Lisa Free–Martin, co–led a panel discussion at the Workplace Benefits Mania conference held in Las Vegas, NV from July 18–20, 2016.  The annual conference brings together 600+ brokers, agents and advisers to discover the latest strategic approaches, tools and technologies to […]

U.S. Employee Benefits Services Group (USEBSG) announced today that their Texas firm, InRoll, has hired Aaron A. Means III as Senior Vice President of Operations.  As such, he will provide operational support for the industry–leading InRoll+ online employee benefits administration system. Prior to joining InRoll, Aaron held various management positions in the employee benefits and […]

U.S. Employee Benefits Services Group (USEBSG) is pleased to announce that the Pennsylvania Health & Welfare Fund has approved the continuation of recognizing our recently acquired Pennsylvania benefits firm, Hillendale Associates, Inc., as the sole endorsed firm to distribute the PSEA Voluntary Life and PSEA Voluntary Disability products. These valuable benefits are available to school […]

Employee Benefit Adviser, a leading employee benefits publication, profiled National Benefit Partners and their acquisition by U.S. Retirement & Benefits Partners. Click here to read the article.

U.S. Retirement & Benefits Partners (USRBP) announced today that its President and CEO, Mark M. Skinner, served as a panelist for the “Optimizing Your Revenues & Business Asset Value” learning lab at the Workplace Benefits Renaissance 2020 conference on March 2 in New Orleans.  The annual conference is designed to develop and connect peer–to–peer mentors […]

Robert C. Dughi co–founded U.S. Retirement Partners in 2007 and is the Executive Chairman of the Board. He is recognized as a leading industry figure in the market segments targeted by U.S. Retirement Partners. From 2000 to 2005, Mr. Dughi was president and a member of the board of CitiStreet, a 50/50 joint venture between […]