Why This, Why Now?
The regulatory changes and constantly evolving administrative and recordkeeping requirements create potential obstacles for regional firms on their own. By joining and becoming an owner in U.S. Retirement Partners, regional firms are assured of having the ability to control their own future, as well as the right solutions to maintain and grow their businesses.
The K-12 marketplace presents a huge opportunity to the firms in position to meet the needs of their clients. There is a giant wave of baby boomer educators approaching retirement. With more than 40 percent of current educators over the age of 50, it is estimated that there is more than $100 billion of 403(b) assets alone to be positioned for the educators retiring in the next five years.