let us take on some of the stress.

HR teams, superintendents, and other key staff can sleep a little easier at night knowing our experts and customizable solutions simplify benefits and retirement plans—all in one place.

Partner with the people who know Pennsylvania retirement & benefits.

Partner with the people who know Pennsylvania retirement & benefits.

Pennsylvania Participants

Pennsylvania Employer Clients

Assets Under Management or Admin

Benefits & retirement plans can be complicated.we make them simpler.

Retirement Solutions

Whether you’re competing for talent, trying to reduce costs or simply trying to reduce administrative stress, unique retirement plans and savings solutions combined with compliance services can help you achieve your goals every time.

Streamline Administration & Enrollment

  • Enrollment onsite, through call center, or online.
  • Communications strategy including benefits guides, email campaigns, educational webinars, & benefit websites.
  • Bilingual call center representatives licensed in health, life & accident.

Stress Less About Compliance Obligations

  • HR & ACA Compliance team.
  • Full tracking, reporting, predictive analysis, and compliance communications.
  • Education and dedicated support.

Attract & Retain Key Staff

  • Offer the best benefit options possible through top carriers & competitive pricing
  • Multi-mode benefit enrollment to meet employees where they’re at
  • Local, personal benefits support & guidance
  • Niche employee & retirement benefits that set you apart

Reduce Costs Without Sacrificing Value

  • Offer unique retirement benefits like the Special Pay Plan
  • Consult with benefit & retirement experts to develop a strategy that hits your financial targets
  • Use funds saved to cover critical district needs like staffing

Offer Competitive Employee Benefits & Retirement Plans

  • Medical, Dental and Vision Plans
  • Critical Illness, Cancer, Accident and Long-Term Care Insurance
  • Long and Short Term Disability Insurance
  • Identity Protection
  • Unique benefits like Pet Insurance, Emergency Transportation and Family Planning
  • 403(b) & 457(b) Third Party Administration and Common Remitting
  • Special Pay and 3121 FICA Alternative Plans
  • Individual & Family Retirement Planning
  • Investment Advisory Services

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Your Pennsylvania Benefits & Retirement Experts

We’re a group of  proud Partner Firms under the U.S. Retirement & Benefits Partners (USRBP) umbrella. Serving more than 15,000 employer clients and over 3.5 million participants, the USRBP family of Partner Firms currently supports more than 45% of the school districts in the U.S. Learn more about each of our organizations by clicking the images below.