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U.S. Retirement Partners
U.S. Retirement Partners is a retirement-plan fiduciary RIA based in Iselin, NJ, serving corporate and not-for-profit plan sponsors across the United...
U.S. Retirement Partners
U.S. Retirement Partners was founded as a retirement-plan advisory firm serving mid-sized and large employers. The firm operates as an ERISA 3(38) fiduciary, meaning it takes on discretionary investment management for qualified retirement plans — a structural choice that shifts liability from plan sponsors to the advisor. The firm's core business involves designing, implementing, and monitoring custom retirement plan lineups, including target-date funds, managed accounts, and passive index options. Its client base spans private and public companies, not-for-profits, and governmental entities across the United States. U.S. Retirement Partners also provides participant education and compliance support. The team size, total assets under advisement, and specific client list are not publicly disclosed. As a privately held RIA headquartered in New Jersey, the firm does not maintain a broad public profile or publish detailed investment data. U.S. Retirement Partners' structural differentiator is its exclusive focus on retirement plan fiduciary services — it does not manage general wealth or institutional pools. This specialization aligns the firm's regulatory obligations with a single client type: plan sponsors seeking third-party ERISA expertise.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Iselin
Corporate office
Iselin, NJ, United States
Frequently asked questions
Who runs investment decisions at U.S. Retirement Partners?
U.S. Retirement Partners does not publicly disclose named principals or an investment committee. The firm's public filings with the SEC list its executive team, but individual roles in portfolio construction are not publicly described (public record).
How does U.S. Retirement Partners source proprietary deal flow?
U.S. Retirement Partners does not source proprietary deal flow. As an ERISA 3(38) fiduciary, it selects and monitors third-party investment options — typically mutual funds, collective investment trusts, and separately managed accounts — through recordkeeper and platform relationships.
Is U.S. Retirement Partners structured as a single family office or does it operate more like a venture firm?
Neither. U.S. Retirement Partners is a registered investment advisor (RIA) specializing in employer-sponsored retirement plans. It is not a family office, venture firm, or asset manager in the traditional sense.
What investment stages does U.S. Retirement Partners typically target?
U.S. Retirement Partners does not make direct investments. Its role is to construct and oversee diversified portfolios of publicly traded securities and pooled funds for defined-contribution retirement plans.
Which sectors does U.S. Retirement Partners explicitly avoid?
U.S. Retirement Partners does not publicly disclose sector exclusions. As a fiduciary, it selects investments based on plan objectives and ERISA prudence standards rather than thematic sector preferences.
How is U.S. Retirement Partners related to a parent company or spun-out entity?
No public information ties U.S. Retirement Partners to a parent company, merger with another firm, or spinout. The firm appears to operate as an independent entity (public record).
Does U.S. Retirement Partners maintain philanthropic structures, and how are they separated?
No philanthropic structures are publicly linked to U.S. Retirement Partners. The firm is a for-profit RIA and does not report any affiliated foundation or charitable vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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