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 Human Resources 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.