Partner Opportunity

Purpose United Benefits & Pension Services (UBPSI) was formed to create a National Pension Administration and Benefit Services company specializing in serving the Taft-Hartley multi-employer plan market.

Acquisition Model This will be achieved by consolidating regional firms in a structure that creates a major incentive with management that fosters continued growth. It will incorporate the appropriate systems and management infrastructure that smaller firms can't capitalize on - due to limited investments - thus creating margin expansion. Automated judication of claims linked to client developed websites for employee claim origination would be a good example. Principals sell us their firm, yet retain the ability to operate the company in an entrepreneurial environment and share in the economic upside.