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U.S. Retirement & Benefits Partners (USRBP) announced today that Anthony S. Taffuri has joined the company as its Vice President Business Development Officer and is based in the New Jersey National Office. Anthony has extensive experience in management and senior business development roles at organizations such as BlackRock and Merrill Lynch. His expertise includes managing […]

U.S. Retirement & Benefits Partners (USRBP) announced today that Bob Hartnett has joined the company as Vice President, National Sales. He will report to Patrick Simonds, USRBP Chief Revenue Officer. In his role, Bob will be focused on all aspects of business development initiatives across the country. Hartnett has deep expertise in Healthcare, Stop Loss, […]

Iselin, NJ, January 8, 2024 – U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of Jim Hallinan Pension Consulting, LLC (JHPC), based in West Hartford, CT. JHPC, an independent third–party administrator led by James Hallinan, Jr., CPC, CFP®, has been providing successful pension plan consulting, design, and administration solutions to small businesses for […]

U.S. Retirement & Benefits Partners (USRBP) announced today that it has acquired the corporate retirement book of business from a large Midwestern financial services firm. USRBP member firm, The Retirement Plan Company (TRPC), which has been servicing many of these clients through a prior outsourcing arrangement, will take over all third–party administration services for the […]

U.S. Retirement Partners (USRP) announced today that it has acquired USD Insurance and Financial Services, Inc. (USD), a firm that will be part of USRP’s national network of 403(b) providers serving the K–12 education market. USD, with headquarters in Los Angeles, was founded in 2000 by Chris Quirarte. The firm serves clients through its eight–person […]

U.S. Retirement Partners (USRP) announced today that it has acquired Kades Margolis Corporation (KMC), a firm that will be part of USRP’s national network of 403(b) providers serving the K–12 public education market. KMC is considered one of the preeminent and most respected retirement planning firms in the country. Founded in 1974, KMC is headquartered […]

U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement Partners, is on the forefront of providing comprehensive Affordable Care Act (ACA) consulting services to employers nationwide. USEBSG has implemented state–of–the–art technology systems to fully support employers’ ACA compliance and reporting requirements, helping them to navigate all aspects of healthcare reform with confidence. Experienced […]

U.S. Retirement & Benefits Partners (USRBP) announces the acquisition of Integrated Employee Benefit Solutions, LLC (IEBS).  Located in Dublin, Ohio, IEBS joins USRBP’s U.S. Employee Benefits Services Group (USEBSG) division. Integrated Employee Benefit Solutions specializes in a wide variety of voluntary employee benefits (VEB) and serves over 350 employers primarily in Ohio. They will be […]

U.S. Retirement & Benefits Partners (USRBP) announced today the acquisition of InnoBenefits, which joins USRBP’s U.S. Employee Benefits Services Group (USEBSG) division. Based in Pennsylvania, InnoBenefits is a dynamic service–oriented firm that operates exclusively through licensed insurance brokers to provide and support comprehensive employee benefit programs through Communication, Enrollment, and Administration, with a special focus […]

U.S. Retirement & Benefits Partners (USRBP) announced today the successful conclusion of their annual Partners Advisory Council Meeting, held in Orlando, FL. Senior management and business leaders from USRBP’s national network of benefits and retirement firms attend the annual conference to discuss the company’s accomplishments and goals, as well as industry trends, products, services, and […]