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
Growing closer to our mission of making retirement work for everyone. Read More
Personal Design. Local Service. National Support.
You deserve the best of two worlds. The best local service from Retirement Plan Consultants who live where you live and work where you work, but with access to a national product infrastructure that ensures there’s no retirement challenge we haven’t seen, no product or solution we can’t deliver, and no compliance challenge that we can’t rally resources to solve. Our goal is constant engagement to ensure your needs are met, your people satisfied, and your retirement plan benefits maximized. Whether you’re a sole proprietor or an employer, our partners can create a solution tailored for you and your business, that ensures you’ll minimize your tax liability, reduce your compliance and regulatory risks, and help drive more sustainable financial futures for your employees and their families.
$24B+
Assets Under Management
200+
US Based Retirement Consultants
14K+
Total Plans Administered
~1K
New Plan Designs
Per Year
35+
Avg. Years of Design
Specialist Tenure
2K+
Cash Balance
Plans
1-1K
Participant Plan
Focused
~9.5
Average Years of
Client Tenure
81
Strongpoint-Wide
NPS
Trust, Integrity, and Expertise
Our Partners are here to custom build solutions tailored for your retirement objectives. We recognize that priorities vary within your company. Employers may focus on attracting, retaining, and rewarding key talent, while employees prioritize retiring on time. Your HR team may be most concerned with managing fiduciary responsibilities and staying compliant with DOL and IRS regulations. When you work with one of our trusted Partners, their team’s top priority is you. You can rely on our Partners for expert support, allowing you to stay focused on growing your business.
A national network of local partners.
We’re a national partnership of independent TPAs providing coverage to 40+ states servicing 10,000 unique customers that represent more than 200k+ plan participants.
$24B+
Plan Assets Under Administration
35+
Average Years of Plan Design Experience Across Our Founders
81
Average NPS Across Our Affiliate Network
Explore Life at Strongpoint and learn why we’re “Great Place to Work” certified.
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
Built by founders, for founders.
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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.
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![Strongpoint Partners Carlson Quinn 2024]()
Founded in 1994 by Leif Carlson & Brian Quinn
A specialized retirement plan design and consultation firm headquartered outside of San Francisco, CA that brings expertise to unique plan strategies and complicated retirement objectives for mid-size and larger firms.
Proudly a Strongpoint Partner since April of 2024.
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Founded in 1983 by Craig Suemori
Located in Honolulu, HI, SI Group has specialized in custom retirement plan solutions for almost 40 years. With unrivaled expertise and a commitment to their local marketplace, they believe in making retirement work for plan sponsors and participants across Hawaii and the pacific coast.
Proudly a Strongpoint Partner since May 2024.
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Founded in 2018 by Claire May
Retirement plan design specialists headquartered outside Hartford, CT who leverage their breadth and depth of expertise across all retirement plan considerations to optimize plan performance for their clients and participants.
Proudly a Strongpoint Partner since July 2024.
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Founded in 1975 by Jerry Karel
An industry leader in combo retirement plan design, consulting, and administration headquartered in Deerfield, IL that specializes in custom retirement solutions designed specifically for its client's unique retirement objectives.
Proudly a Strongpoint Partner since October 2024.
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Founded in 2009 by Charles Steingas
An actuarial firm with employees spread across 11 states, Cash Balance Actuaries specializes in designing and administering flexible and easy-to-understand cash balance plans that meet the specific needs of each unique client.
Proudly a Strongpoint Partner since December 2024.
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Founded in 1971 by Ed Fishman
A leader in the field of 401(k), Cash Balance, and combo-plan retirement plan administration made up of experienced consultants, actuaries and support staff who build cost-effective, flexible, and trouble-free retirement plans.
Proudly a Strongpoint Partner since January 2025.
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Founded in 1970 by Mindy Gassman & E. Mark Fishman
Actuaries Unlimited, based in Los Angeles, CA, is a leading provider of pension administration and retirement benefits consulting. The firm offers plan design, compliance, administration, documentation, and tax form filing, helping organizations optimize and maintain their retirement plans.
Proudly a Strongpoint Partner since February 2025.
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![CRP - California Retirement Plans]()
Founded in 1992 by Brian Smith
CRP, located in Northern California, has been providing relationship-driven retirement plan administration, consulting, and problem-solving services for 30+ years. CRP serves small- to medium-sized businesses across the country, ensuring personalized solutions that foster trust and long-term success.
Proudly a Strongpoint Partner since April 2025.
Founder Origin Series
Every founder journey is different, but the one thing they all have in common is a belief in #StrongerTogether. Hear directly from Strongpoint Partner founders on why Strongpoint, why now, and what it means to have certainty in the future of their business.
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Why Jocelyn Pension Consulting chose Strongpoint Partners to ensure its legacy.
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RSG had a vision for its future, and, in partnership with Strongpoint, is seeing that vision realized.
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Sometimes your future choses you. Why Pollard decided the time was now to call Strongpoint Partners home.
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In an industry where our people are our greatest asset, for Earle Garvin, culture was the partnerships critical differentiator.
