Who We Serve
U.S. Retirement Partners is proud to serve over one million clients with an unmatched level of expertise and experience in retirement planning and benefits plan services.
With an ever-expanding network of regional Partner Firms, we are able to serve our:
Clients
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
Employers
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
Advisors
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
Partners
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