For TPA and CPA Firms
Built by people who've run firms like yours.
Keep your brand, your team, and the way you serve your clients. Add the resources of a national partnership.
Local Service • National Support • Your Name On the Door
The Best of Two Worlds
Local service, backed by national infrastructure.
You get the local service of Retirement Plan Consultants who live where you live and work where you work — paired with access to a national product and compliance infrastructure that ensures there's no retirement challenge we haven't seen.
43+ States with Coverage
25 Strongpoint Partner Firms
375+ U.S.-Based Retirement Consultants
32K+ Total Plans Administered
$54B+ Assets Under Administration
35+ Avg. Years of Design Specialist Tenure
43+ States with Coverage 25 Strongpoint Partner Firms 375+ U.S.-Based Retirement Consultants 32K+ Total Plans Administered $54B+ Assets Under Administration 35+ Avg. Years of Design Specialist Tenure
The Platform Behind You
What you gain when you partner with Strongpoint Partners:
Every firm that joins Strongpoint chooses partnership for a different reason: growth, succession, stability, or access to more than they could build alone. What they share is a network that lets them keep what makes their business distinct. Here's what that looks like in practice.
Our Partners
Every founder journey is different.
From founding firms to our newest partners, hear how the network has helped them grow.
-
Founding Partner
"The partnership has helped us continue to grow and improve without changing the culture or client experience that got us here."
Nick Jocelyn, President • Jocelyn Pension
-
Established Partner
"After a 3-year partnership, I have no hesitation recommending any business leader in the TPA space to explore their options with Strongpoint."
Mary Grason, President • Pollard & Associates
-
Established Partner
"As the founders of Carlson Quinn got older, clients, and to some degree employees, had concerns about a continuity plan. That's no longer the case."
Brian Quinn, President • Carlson Quinn
-
Recent Partner
"Our partnership has enabled us to continue business as usual with confidence, knowing we have the resources, expertise, and network behind us to support our success."
Jennifer Splendorio, [Title] • California Retirement Plans
-
Newest Partner
"We are thrilled with our decision to become a Strongpoint partner. We were reassured that our brand, employees, and legacy would be secured into the future."
Dave Banathy, President • Bidwell Consulting Services
-
Newest Partner
"Becoming a Strongpoint Partner has been an incredibly rewarding experience, both professionally and personally, giving me the opportunity to collaborate with an exceptional network of talented TPA leaders."
Michael Gorelick, President • Benefit Equity
In Their Own Words
Founders who have been where you are.
From coast to coast, our founders share what led them to Strongpoint and what has changed since.
-
![Bob Jocelyn, Founder, and Nick Jocelyn, President of Jocelyn Pension Consulting.]()
Why Jocelyn Pension Consulting chose Strongpoint Partners to ensure its legacy.
-
![Joey Bender, Founder and Toni Superneau, President of Retirement Strategies Group.]()
RSG had a vision for its future, and, in partnership with Strongpoint, is seeing that vision realized.
-
![Mary Grason, Founder & Melinda Browne, President, Pollard & Associates.]()
Sometimes your future chooses you. Why Pollard decided the time was now to call Strongpoint Partners home.
-
![Earle Garvin, the founder of Pension Financial Services.]()
In an industry where our people are our greatest asset, for Earle Garvin, culture was the partnerships critical differentiator.
Strongpoint Magazine 2026 • Q2
Our Mission in Action
Volume 03 • Issue 02: The current issue goes inside SPARK and SPIN Bot, the automation and AI tools taking manual work off partner firms' plates, and Advisor Growth Lab, the portal that gives advisors a single view of their book. It follows the path to SOC 2 compliance with the team that built it, and introduces the Actuarial Career Development Program, which is training the network's next generation of actuaries. Running underneath all of it is a portrait of the network today: more than 20 firms selling locally, with a national platform behind them.
For a closer look at the people, the projects, and the firms building the network: Read the Latest
Partner Together
It’s more than a partnership. It’s defining a legacy.
Every founder journey is different. Whether you're planning for succession, looking to grow, or just starting to weigh your options, tell us about your firm and we'll take it from there.
Looking to exit retirement plan administration? ACT with Strongpoint helps CPA firms, RIAs, and TPA owners transition their clients and step away with certainty.
Strongpoint’s Quarterly Newsletter
Follow the network before you join it.
Quarterly stories from the firms, tools, and people making retirement work for everyone.