Retention of Owner
Independent regional 403(b) providers have worked long and hard to build their businesses, and we value their knowledge and expertise. Firm owners play a critical role in USRP, which is built on a collaborative structure.
Our partners receive multi-year management contracts, with generous compensation plans, that allow for long-term owner retention. The firms continue to operate under their own names as members of U.S. Retirement Partners. And they continue to exist as their own legal entities.