Built by founders for founders.
We’re built on the foundational belief that all of us — our founders, our leaders, our partners, customers and participants — are all #StrongerTogether.
Our Vision
We’re building the nation’s most trusted, knowledgeable, and customer-centric retirement and payroll platform for small- and medium-sized businesses.
100M+
Payroll Data Checks Run in 20+ Years Supporting Small- & Medium-sized Businesses
290+
Employees Proudly Serving Our Customers Every Day
600k +
Retirement Plan Participants Supported
Join our growing team. View Open Roles
Our mission is to make retirement work for everyone, and our values hold us accountable to doing it the right way.
01
Stronger Together
We exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our partnerships.
02
Obsess Over the Customer
We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.
03
Strive to Be Better Every Day
We put ourselves on the path of continuous improvement and view feedback as a gift. We embrace the change that is required to achieve our goals.
04
Do Right Things, Do Things Right
In everything we do, we act first with honesty and integrity. We strive for excellence in our execution, with an intense attention to detail.
05
Seek to Understand Why
We are problem solvers, and we ask questions, seeking answers using the full scope of the data, knowledge, and experience from across the partnership.
06
Own the Outcome
We are accountable for our individual and collective results. We follow through to help our team, clients, and partners achieve the right outcomes.
Our History
In more than 40 years of existence, we’ve morphed from a leading independent retirement TPA to the leading platform for retirement TPA’s who believe in a future where we’re all #StrongerTogether.
1981
Founded by Howard Simon as a defined benefits consulting group. Read More
1987
Acquired Pension Consultants in 1987 that doubled the organization and made it a major player in the 401(k)/defined contribution space Read More
1996
HowardSimon launched a daily recordkeeping system at the behest of a small group of influential retirement investment advisors who wanted a more dynamic system with variable fund options from various fund families at various fund classes. Read More
1997
HowardSimon launched a Payroll solution custom designed for small and medium-sized businesses that improved accuracy and compliance related integration between retirement and payroll.
HowardSimon welcomed Doug Simon into the organization. Read More
2004
HowardSimon Payroll provided services to its 100th customer. Read More
2012
HowardSimon daily Recordkeeping system exceeds 100 active customers with more than $400M in assets under management. Read More
2021
Strongpoint Partners is launched, ushering in a new era for HowardSimon and the independent TPA industry as a whole. Read More
2022
Jocelyn Pension and Retirement Strategies Group “RSG” join HowardSimon as Strongpoint Partners. Read More
2023
Retirement Planners & Administrators (“RPA”) join Strongppoint Partners.
Strongpoint Partners assets under administration eclipse $6B with more than 500,000 retirement participants, and $3B in payroll dollars processed annually.
Pension Financial Services (“PFS”) joins Strongpoint Partners.
Strongpoint Partners exceeds 150 employees representing more than 30 US states. Read More
2024
Pollard & Associates join Strongpoint Partners.
Assets eclipse 10B and employees exceed 200.
Carlson Quinn joins Strongpoint Partners.
SI GROUP joins Strongpoint Partners.
Retirement Planning Consulting Group joins Strongpoint Partners.
Recognized on the Inc. 5000 list of America's fastest growing private companies.
Karel-Gordon & Associates joins Strongpoint Partners.
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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.
