Home / Investments / U.S. Retirement & Benefits Partners

U.S. Retirement & Benefits Partners

  • Investment Year:2018
  • Investment Status:Realized
  • Transaction Type:Private Sale
  • U.S. Retirement & Benefits Partners is the nation’s largest independent K-12 public school and governmental employee benefits and retirement planning services firm. By providing customers with resources and tools typically reserved for larger companies, U.S. Retirement & Benefits Partners is able to serve educational, governmental, corporate, union, and non-profit employers with the care and attention that their employees deserve, helping them make retirement planning decisions that align with their goals and objectives and benefit choices suited for their personal needs.

    Investment Partner: Evan Wildstein
    Operating Partner: Scott M. Birnbaum