Insights

Funding optimization Target government entities and agencies facing GASB 45 unfunded liability reporting to position Epiphany as a lower risk, more predictable funding option that frees budget for essential programs.

SMB to mid-market Leverage the small team size and niche agency status to offer personalized, scalable financing solutions that align with tight budgets and resource constraints common in local government and benefit programs.

Tech leverage Emphasize compatibility with commonly used productivity and web infrastructure (Microsoft 365, Office 365, GoDaddy, Apache stack) to propose seamless integration, documentation, and support for digital workflows.

Growth signals Position revenue range as a validateable performance metric to engage potential partners in co-creating funding strategies, cross-sell related services, and expanding into neighboring public sector markets.

Competitive positioning Differentiate from large incumbents by highlighting agility, lower risk profiles, and targeted funding options tailored to states and local agencies facing budget and reporting pressures.

Retirement Benefit Solutions Tech Stack

Retirement Benefit Solutions uses 5 technology products and services including Microsoft 365, Office 365, GoDaddy, and more. Explore Retirement Benefit Solutions's tech stack below.

  • Microsoft 365
    Email
  • Office 365
    Office Suites
  • GoDaddy
    Web Hosting
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Retirement Benefit Solutions's Email Address Formats

Retirement Benefit Solutions uses at least 1 format(s):
Retirement Benefit Solutions Email FormatsExamplePercentage
First.Last@usrbs.comJohn.Doe@usrbs.com
80%
FLast@usrbs.comJDoe@usrbs.com
20%

Frequently Asked Questions

What is Retirement Benefit Solutions's phone number?

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You can contact Retirement Benefit Solutions's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Retirement Benefit Solutions's official website and social media links?

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Retirement Benefit Solutions's official website is usrbs.com and has social profiles on LinkedIn.

How much revenue does Retirement Benefit Solutions generate?

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As of August 2026, Retirement Benefit Solutions's annual revenue is estimated to be $10M - $25M.

What is Retirement Benefit Solutions's NAICS code?

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Retirement Benefit Solutions's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Retirement Benefit Solutions have currently?

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As of August 2026, Retirement Benefit Solutions has approximately 2 employees across 1 continents, including North America. Key team members include Chief Information Officer: H. T.Chief Information Officer: T. H.Senior Ensign Consultant: R. M.. Explore Retirement Benefit Solutions's employee directory with LeadIQ.

What industry does Retirement Benefit Solutions belong to?

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Retirement Benefit Solutions operates in the Insurance industry.

What technology does Retirement Benefit Solutions use?

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Retirement Benefit Solutions's tech stack includes Microsoft 365Office 365GoDaddyApache HTTP ServerApache.

What is Retirement Benefit Solutions's email format?

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Retirement Benefit Solutions's email format typically follows the pattern of First.Last@usrbs.com. Find more Retirement Benefit Solutions email formats with LeadIQ.

When was Retirement Benefit Solutions founded?

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Retirement Benefit Solutions was founded in 2007.
Retirement Benefit Solutions logo

Retirement Benefit Solutions

InsuranceMichigan, United States2-10 Employees

Retirement Benefit Solutions, LLC is an insurance-focused general agency based in Traverse City, Michigan. It develops and offers creative solutions to funding challenges faced by state and local agencies, particularly in the context of budgeting pressures. These solutions address the additional burdens created by GASB Statement 45's unfunded-liability reporting.
Its Epiphany product provides funding options that aim for lower risk, reduced exposure to investment variability, and greater predictability than traditional approaches, helping agencies maintain investment in other programs. Its target market comprises governmental units at the state and local level dealing with constrained incomes and expenses. The company operates within the insurance industry and is based in Traverse City, Michigan.

Section iconCompany Overview

Phone number
Website
usrbs.com
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2007
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Retirement Benefit Solutions's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Retirement Benefit Solutions's revenue is estimated to be in the range of $10M - $25M

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