It’s more than a partnership — it’s defining a legacy.

Whether it’s your legacy, the legacy of your business, or the legacy of your next generation of leaders, Strongpoint is partnership done differently.

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.

Founder Origin Series

  • Why Jocelyn Pension Consulting chose Strongpoint Partners to ensure its legacy.

    Watch Now

  • RSG had a vision for its future, and, in partnership with Strongpoint, is seeing that vision realized.

    Watch Now

  • Sometimes your future choses you. Why Pollard decided the time was now to call Strongpoint Partners home.

    Watch Now

  • In an industry where our people are our greatest asset, for Earle Garvin, culture was the partnerships critical differentiator.

    Watch Now

Our partners are our priority.

“Our vision is to build the most trusted, knowledgeable, and customer-centric retirement platform for small and medium-sized businesses anywhere in the industry. It requires we obsess over our customers, and that we find partners who share that obsession. The types of founders and teams that can’t even imagine doing it any other way.

That is the beating heart of Strongpoint — an unwavering obsession with doing the right thing, the right way, every day for our customers, our partners, and the plan participants we proudly serve.”

— Danny Hest, CEO of Strongpoint Partners

A Stronger Partnership

  • Strongpoint Leadership Support

    Your brand, your identity, and your legacy are all supported by an unrivaled collection of the best industry and business leaders.

  • Strongpoint Excellence Model

    Your people become a part of a whole greater than the sum of parts through a center-of-excellence model that develops talent and amplifies careers.

  • Strongpoint Future Upside

    Your investment partners lead the industry in historical returns with a model that rewards you today and opens up greater upside tomorrow.

Connect with Our Team

We’re built by founders, for founders.

Interested in learning more? Chat with one of our Founders.

  • Howard Simon, Founder of HowardSimon

  • Bob Jocelyn, Founder of Jocelyn Pension Consulting

  • Joey Bender, Founder of Retirement Strategies Group

  • Richard Banziger, Founder of Retirement Planners & Administrators

  • Earle Garvin, Founder of Pension Financial Services

  • Mary Grason, Founder of Pollard & Associates

  • Leif Carlson & Brian Quinn, Co-Founders of Carlson | Quinn

  • Craig Suemori, Founder of SI Group

  • Claire May, Founder of Retirement Planning Consulting Group

  • Seth Silverman & Holly Danziger, Co-Founders of Karel-Gordon & Associates

Chat with a Founder
Bob Jocelyn Founder of Jocelyn Pension Consulting

The Strongpoint Difference

“Jocelyn Pension Consulting has a unique business model, and, like many regional TPA’s, a unique story. Strongpoint was the perfect home for the next chapter of that story. Other potential partners had no interest in investing in our brand and our people, they just wanted our customers. Strongpoint took our unique story, fit it into their business, and built upon it.

The Jocelyn legacy will live on as we become a part of building something even bigger — a retirement plan administration firm that believes retirement should work for everyone, and that has the experience, expertise, and talent to make it happen.”

— Bob Jocelyn, Founder of Jocelyn Pension Consulting

Our Partner Profiles

  • Succession Planning Partner

    Whether you’re planning to slow down or your planning on retirement in a few years, choose a partner that will take the best care of your team.

    Connect with Howard Simon, Founder of HowardSimon, directly to hear about his experience. Learn More

  • Growth Practice Partner

    You have no plans on slowing down, and you can leverage Strongpoint’s best-in-class expertise to help take your team and your practice to the next level.

    Connect with Richard Banziger, GM of Retirement Planners & Administrators, to hear about his experience. Learn More

Retire Easy Client Conversion Program

If you’re a TPA founder exploring retirement and aren’t large enough to justify the expenditures associated with a full transaction of the business, we have a solution custom built while ensuring your customers are cared for now and into the future.

Learn More

Exploring options for your future?