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History

U.S. Retirement Partners (USRP) was founded by an experienced group of retirement industry professionals with a specialized expertise in employee benefits and multiple retirement plan markets, including 403(b), 457(b), 401(k), and 401(a).

From the very beginning, USRP has taken a strategic approach to the retirement planning and benefits industry by providing top-tier independent retirement planning and benefits Partner Firms with resources typically reserved for large national firms.

In turn, USRP’s regional Partner Firms empower their skilled Advisors with the necessary tools and support to offer outstanding solutions and services to more than one million clients across the country.

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Services

One of the many benefits of our partnership approach to business is the vast skills and expertise that we have acquired by teaming with top-talent firms across the country. We provide our clients and employers with guidance, strategy, and additional services surrounding:

  • Individual Retirement Counseling
  • Financial Planning for Retirement
  • 403(b), 457(b), 401(k), and 401(a) Retirement Plans
  • Investment Accounts (IRAs, mutual funds)
  • Life Insurance
  • Long-term Care 
  • College Savings Plans
  • FICA Alternative Plans
  • Special Pay Plans
  • Employee Education
  • Financial Wellness

Who We Serve

By providing our regional Partner Firms with resources and tools typically reserved for larger, more impersonal companies, U.S. Retirement Partners is able to serve school, governmental, corporate, and not-for-profit employers with the care and attention that their employees deserve, helping them make retirement planning decisions that align with their goals and objectives.
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Clients

We specialize in providing public education and governmental employees with one-on-one enrollment and ongoing personalized solutions for their retirement and financial planning needs.

Learn more about Clients

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Employers

We provide and service employer-sponsored retirement plans, such as 403(b), 457(b), 401(a) and 401(k), for public school and governmental employers.

Learn more about Employers

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Advisors

Through our Partner Firms, we provide access to our Advisor Practice Development ToolKit, extensive workshops, client management applications, integrated financial planning tools and more to effectively develop Advisors’ businesses and service their clients.

Learn more about Advisors

Partners

We vigorously support the success of each Partner Firm by providing valuable resources to empower them to deliver superior services while developing and growing their independent firms.

Learn more about Partners