Making retirement work for everyone.
We’re building the nation’s most trusted, knowledgeable and customer-centric retirement and payroll platform for small- to medium-sized businesses.
Our team is growing. View Open Roles
Personal design. Personal service. Personal support.
Regardless of your retirement objectives, our experts in plan design and consultation will build something that works specifically for you. Backed by an enterprise-level technology infrastructure that increases accuracy, maximizes compliance, and reduces tax burdens, our team works tirelessly to increase long-term wealth for you and your employees.
Retirement your way.
A national network of local partners.
We’re a national partnership of independent TPAs providing coverage to 40+ states servicing 5,000 unique customers that represent more than 150k+ plan participants.
$9B+
Plan Assets Under Administration
35+
Average Years of Plan Design Experience Across Our Founders
81
Average NPS Across Our Affiliate Network
Built by founders, for founders.
The only thing better than a team that’s been building retirement strategies for 40 years is a collection of teams that have been building retirement strategies for 40 years.
See what shared expertise + enterprise product infrastructure can do for you. Learn More
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Founded in 1981 by Howard Simon
A large independent TPA headquartered in Chicago, IL with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions through a tech-enhanced service delivery model.
Proudly a Strongpoint Partner since January 2022.
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Founded in 2002 by Bob Jocelyn
A consulting firm headquartered in Boulder, CO and San Rafael, CA that provides professional advice and local support to create a customized 401(k) plan solution for small- to medium-sized growing businesses.
Proudly a Strongpoint Partner since September 2022.
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Founded in 2000 by Joey Bender & Bob Guidry
A TPA headquartered in New Orleans, LA that provides 401(k) plan administration and recordkeeping services to small- / mid-sized businesses. Services 600+ 401(k), Profit Sharing, Cash Balance and Traditional DB plans.
Proudly a Strongpoint Partner since December 2022.
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Founded in 1969 by Hans Banziger
A TPA headquartered in Falls Church, VA that provides 401(k) plan administration and recordkeeping services to small- / mid-sized businesses. Services 1,300+ 401(k), Profit Sharing, Cash Balance and Traditional DB plans.
Proudly a Strongpoint Partner since March 2023.
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![Pension Financial Services A Strongpoint Partner]()
Founded in 1982 by Earle Garvin
Pension specialists headquartered in Duluth, GA guided by the principle that “interest today creates tomorrow.” PFS provides the highest caliber actuarial and retirement planning services to over 800 clients across the Southeast.
Proudly a Strongpoint Partner since July 2023.
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Founded in 1970 & led by Mary Grason
Pollard & Associates have spent 50+ years helping customers "navigate the bridge to retirement." With 1,000+ customers across the DMV, Pollard prides itself on unrivaled expertise and a customer-centric focus.
Proudly a Strongpoint Partner since January 2024.
