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U.S. Retirement Partners, which recently launched as a 403(b) benefits administrator, announced today that it has acquired a prominent south Florida company to be part of its national network of providers serving the K–12 teacher market. Stephen H. Greenberg & Associates of Weston, Fla., will continue to run its own business as part of U.S. […]

[…] Retirement Partners (USRP), a premier national network of 403(b) firms, has chosen CentreTEK to perform project management functions regarding design and development of the new USRP portal website. 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 […]

U.S. Retirement Partners, a national network of 403(b) benefits administrators, recently held its first meeting of principals to set priorities and share business highlights, such as the accumulation of $1.8 billion in assets under management and the building of an advisor group that already includes more than 175 professionals. “It was a terrific meeting. With […]

U.S. Retirement Partners (USRP), a 403(b) benefits provider, announced today that it has acquired a prominent Florida company to be part of its national network serving the educator market. The latest acquisition, BENCOR Inc., is a Sarasota, Florida specialist founded in 1990 by Corky Taylor, President and CEO and Hugh Bishop, General Counsel. BENCOR, Inc. […]

James Franzoni is one of the founding partners of SF&C Insurance Associates, Union Lifestyle Benefits (ULB), and Select Benefits Communications Group (SBCG). The firms specialize in offering Voluntary Benefits through payroll deduction for unions, associations, and employer groups. SF&C works with various municipalities, and state and federal agencies to assist in setting up benefits for […]

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 K–12 teacher market. It is the sixth group acquired by USRP. The latest group of acquisitions, JM & Associates, Michael A. Borgailo & Associates, Summerfield Financial, BRC […]

U.S. Retirement Partners (USRP) has developed a “best practices” Advisor Development Program. This program will be made available to the USRP national network of 403(b) Partner firms and Advisors. The program provides USRP’s Partner firms with a set of simple, proven practical tools that are immediately deployable. The objectives of this program are to enhance […]

U.S. Retirement Partners (USRP) has created an “Advisor Practice Development Toolkit,” which gives Advisors affiliated with USRP Partner firms access to a range of practical tools to help grow their practices in the 403(b) market. The Advisor Practice Development Toolkit is comprised of five core components: Compensation Modeling Territory Planning Business Planning Professional Development Weekly […]

[…] significant client base in the K–12 educator market segment across Northern California. As an independent organization with no “proprietary” investment products, EBSG offers employees and employers an open selection of investment options. “We leverage our team’s unique combination of administrative, technological and investment management knowledge to assist our clients with their wealth management objectives. […]

[…] programs, which are qualified retirement plans consisting of accumulated sick pay, vacation pay and sometimes other contributions for retiring employees. The sick and vacation pay contributions are free of payroll taxes. “We have been working closely with Bencor, which is the leading provider of specialized plans in Florida and also a partner of USRP. […]