ACT with Strongpoint
Retirement Administration Client Transition
Your clients prioritized.
Your employees’ future secured.
Your legacy cemented.
ACT with Strongpoint enables you to monetize your retirement TPA business while seamlessly transitioning your clients to a best-in-class, customer-centric TPA that is reshaping the industry, ultimately allowing you to focus on what’s next with maximum value and peace of mind.
2K+
Total Plans Converted
~83%
Historical 2-Year Retention
Includes normal course plan terminations and plan closures. Does not include any new business written post sale.
~90
Average Number of Days for Client Migration
3
Dedicated Resources to Ensure Success
A deal team partner, a transition and implementation lead, and our operations team leads are all here to support you in maximizing client retention, satisfaction, and service.
ACT with Confidence
If you’re a CPA or RIA looking to exit retirement plan administration to focus on your core business, or a Retirement TPA Owner ready to transition into retirement while finding a great home for your clients, ACT with Strongpoint is here to help support your goals. Our process is transparent from start to finish, and we’ll guide you through each step to ensure a smooth transition.
-
Retiring Founder
You've earned the right to retire on your terms, monetize the business you've built, and ensure your clients (and employees, where applicable) are cared for. With ACT your clients will be cared for, your legacy protected, and you can retire on your terms while being compensated for the legacy you've built.
-
Exiting the Service
Whether you're an RIA or CPA no longer offering standalone retirement administration services, or have a book of clients you can no longer support, ACT gives you a means to monetize a referral process with a partner who maximizes client service and client retention rates.
ACT with Certainty
Our deal process eliminates extensive legal and diligence fees and focuses instead on the data we need to ensure the best home for your clients and your employees (where applicable), a seamless transition experience, and maximum financial upside for you!
“Our process emphasizes the client experience and minimizes the diligence. We're focused on making this as efficient as possible so you can be appropriately compensated while ensuring your clients are cared for with minimal service disruption. The joy of this process is how aligned we are on what success is for both parties.”
— Jack Toner, VP or Corporate Development
ACT in Partnership
With communication templates for all stakeholders, a transparent reporting process that ensures alignment on client conversion status, and a client-first plan design strategy we’re ready to partner with you to maximize results.
"We believe transparency and quality of communication make all the difference in executing a successful client transition process. With industry-leading tools, a robust set of communication templates and techniques, and complete alignment between the transitioning leader and our team, we maximize retention rates, client satisfaction, and future opportunities, while taking a long-term view on the success of each retirement plan we transition."
— Lisa Barone, Senior Client Transition and Implementation Manager