Helping Regional Firms Grow

Local Management Control

Retention of Owner

Integrated Service Delivery

Products and Services

U.S. Retirement Partners welcomes regional 403(b) providers to become a part of our national network. By joining USRP, our partners have the opportunity to grow their businesses while still maintaining their independence. They gain ownership in a national company that allows them to compete with much larger firms.

We believe we give our partner firms the best of both worlds. Our partners continue to operate under their own names, make their own decisions, represent their own clients, hire their own employees and manage their own financials. At the same time, they attain the scale, the leverage and the experience of an independent, national firm. And they reap the accompanying economic rewards of being partners in our enterprise.

We provide the owners of our partner firms with long-term management contracts and financial incentives based on regional profitability. Firm owners become shareholders of USRP, members of our senior leadership team and integral contributors to components of our collaborative approach.