U.S. Retirement & Benefits Partners (USRBP) is one of the largest national independent financial services firms specializing in employee benefits and employer-sponsored retirement plans in the public school, governmental, private, and non-profit markets.

Finance

U.S. Retirement & Benefits Partners

U.S. Retirement & Benefits Partners' headquarters in Woodbridge Township, NJ, United States

Mark M. Skinner

Ian O'Casey

Bob Wierdsma

Jacques Pierre

Beth Zeitler, SPHR

Marc Tomlinson

Courtney Muñoz, CFP®

Michael Mertz

Matt Riordan

Courtney E. Munoz

Michael Borgailo

William L. Devine

Joseph Avallone

David Payne

Kevin P. Semisch

Edward Margolis

Frank Owen

Rocky Rocamora

The Financial Analysis and Reporting team at U.S. Retirement & Benefits Partners is responsible for analyzing financial data, preparing detailed reports, and providing insights to support strategic decision-making. They manage budgeting, forecasting, and financial performance analysis to enhance the company’s service offerings in employee benefits and retirement plans. This team ensures financial accuracy and compliance while driving improvements in financial reporting processes.

Financial Analysis and Reporting

The Marketing and Communications team at U.S. Retirement & Benefits Partners is responsible for developing and executing strategies that promote the company's brand and services. This includes creating effective marketing campaigns, managing internal and external communications, and enhancing stakeholder engagement. The team collaborates on content creation, digital marketing, and public relations efforts to support the firm's mission of providing valuable retirement and benefits solutions to diverse markets.

Marketing and Communications

The Finance and Accounting team at U.S. Retirement & Benefits Partners oversees the organization's financial health by managing budgeting, forecasting, and financial reporting. They ensure compliance with accounting standards, optimize financial operations, and provide strategic insights to support decision-making for employee benefits and retirement services.

Finance and Accounting

The Sales and Client Management team at U.S. Retirement & Benefits Partners focuses on cultivating relationships with clients and prospective clients to drive sales of employee benefits and retirement plans. They collaborate closely with brokers and consulting services to understand client needs, develop tailored solutions, and ensure exceptional service throughout the client lifecycle, ultimately contributing to the firm’s growth and client retention.

Sales and Client Management

The Human Resources Team at U.S. Retirement & Benefits Partners is dedicated to attracting, developing, and retaining top talent to support the company's mission in employee benefits and retirement planning. They manage recruitment processes, employee relations, performance management, and compliance with labor regulations, while also promoting a positive workplace culture that aligns with the firm’s strategic goals.

Human Resources Team

The Leadership Team at U.S. Retirement & Benefits Partners drives the strategic vision and overall direction of the company, focusing on enhancing employee benefits and retirement solutions for clients in various sectors. This team collaborates to innovate and implement initiatives that support financial growth, operational efficiency, and exceptional service delivery, ensuring that USRBP remains a leader in the financial services industry.

U.S. Retirement & Benefits Partners

Org chart

Board & advisors

Teams

Financial Analysis and Reporting

Marketing and Communications

Finance and Accounting

Sales and Client Management

Human Resources Team

Leadership Team

Offices

U.S. Retirement & Benefits Partners

Org chart

Board & advisors

Teams

Financial Analysis and Reporting

Marketing and Communications

Finance and Accounting

Sales and Client Management

Human Resources Team

Leadership Team

Offices

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