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With an ever-expanding network of regional Partner Firms, we are able to serve our:


We provide public education, governmental, and not-for-profit employees with solutions to their retirement and financial planning needs, including but not limited to:

  • Full Retirement Planning Solutions, including: 403(b), 457(b), 401(k), and 401(a) Retirement Plans
  • Investment and/or Savings Accounts (IRAs, Mutual Funds)
  • Life Insurance
  • Health Insurance (Long-Term Care, Disability)
  • College Savings Plans
  • Estate & Tax Planning
  • Financial Wellness Program


Our vast experience with various employer-sponsored markets allows us to deliver cost-effective employee benefits and retirement plans, including:

  • 403(b) & 457(b) Third Party Administration
  • Section 125 Plans
  • Comprehensive Benefits Design & Consulting
  • Voluntary Benefits
  • Financial Wellness Program
  • Internet-based Benefits Enrollment System
  • FICA Alternative Plans
  • Special Pay Plans


Our Partner Firms are made up of experienced Advisors with the necessary client-focused tools to successfully strategize and support clients’ benefits and retirement needs. We equip our advisors with:

  • Advisor Practice Development Toolkit
  • Workshops
  • Client Management Applications
  • Integrated Financial Planning Tools


What makes USRP so effective is that it is comprised of first-class regional retirement planning and employee benefits firms that come to our national organization with years of experience in their markets. By joining USRP, our Partner Firms can:

  • Provide their clients with a wide range of benefits and retirement planning resources and tools
  • Further educate Advisors on strategies and solutions for employers and clients
  • Empower Advisors with valuable resources to assist in growing their practices