August 7, 2025
Strongpoint Partners Announces Partnership with Creative Retirement Systems, LLC and Associated Pension Consultants, LLC
Creative Retirement Systems, LLC (“CRS”) and Associated Pension Consultants, LLC (“APC”) join amidst a wave of new partnerships, solidifying Strongpoint as the inimitable platform for full-service retirement and actuarial solutions firms.
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.
$36B+
Assets Under Management
250+
US Based Retirement Consultants
19K+
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
A national network of local partners.
We’re a national partnership of independent TPAs providing coverage to 42+ states servicing 10,000 unique customers that represent more than 200k+ plan participants.
$36B+
Plan Assets Under Administration
35+
Average Years of Plan Design Experience Across Our Founders
81
Average NPS Across Our Affiliate Network
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![Chicago skyline with city buildings, trees, and reflecting water during sunset, with the overlay text 'HowardSimon']()
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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![Scenic landscape of a grassy field with trees and towering mountains in the background under a partly cloudy sky, overlaid with the text "Jocelyn | Pension Consulting".]()
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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![A peaceful nature scene with a wooden bridge over a calm river, surrounded by lush green trees and plants in a dense forest.]()
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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![Nighttime cityscape of London with illuminated St. Paul's Cathedral and Millennium Bridge, promotional image for RPA Retirement Planners & Administrators.]()
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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![City skyline at dusk viewed from the water with boats, buildings, and a Ferris wheel, overlaid with the text 'Pollard & Associates' and the logo 'JPX'.]()
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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![Aerial view of a coastal landscape with winding road, green hills, rocky cliffs, and the ocean. The logo of SIGROUP is overlaid.]()
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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![A scenic cityscape view of a river reflecting colorful autumn trees on the right and a bridge on the left, with tall buildings and a clear blue sky in the background. Overlay text reads 'RPCG Retirement Planning Consulting Group'.]()
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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![A scenic view of a park with trees and a small body of water, overlooking a city skyline in the distance during sunset. The image features the logo and name of Karel-Gordon & Associates, with the text ''KGA'' and ''Karel-Gordon & Associates'']()
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.
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![Aerial view of a city skyline with a river in the foreground, featuring a modern white arch bridge and autumn trees, with the words 'CashBalanceActuaries' overlayed.]()
Founded in 2009 by Charles Steingas
An actuarial firm with employees spread across 11 states, Cash Balance Actuaries specializes in designing and administering flexible and easy-to-understand cash balance plans that meet the specific needs of each unique client.
Proudly a Strongpoint Partner since December 2024.
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![A sunset view of a tall, historic clock tower surrounded by trees, with a distant horizon and a partially cloudy sky. The overlay text reads 'Pension Consultants' with a shield icon.]()
Founded in 1971 by Ed Fishman
A leader in the field of 401(k), Cash Balance, and combo-plan retirement plan administration made up of experienced consultants, actuaries and support staff who build cost-effective, flexible, and trouble-free retirement plans.
Proudly a Strongpoint Partner since January 2025.
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![Sunset over the Los Angeles skyline with palm trees and a winding pathway in a park, featuring the words 'actuaries unlimited' and an upward arrow graphic.]()
Founded in 1970 and led by Mindy Gassman and E. Mark Fishman
A leading provider of pension administration and retirement benefits consulting based in Los Angeles, CA, Actuaries Unlimited is made up of a talented group of nine esteemed Actuaries, supported by a dedicated and highly skilled staff, each bringing a wealth of experience and expertise to the table. Together, the team works seamlessly to deliver exceptional service and innovative solutions.
Proudly a Strongpoint Partner since February 2025.
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![CRP - California Retirement Plans]()
Founded in 1992 by Brian Smith
CRP, located in Northern California, has been specializing in providing relationship-driven retirement plan administration, consulting, and problem-solving services for over 30 years. With a strong commitment to building lasting partnerships, CRP serves small- to medium-sized businesses across the country, ensuring personalized solutions that foster trust and long-term success.
Proudly a Strongpoint Partner since April 2025.
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![Benefit Equity. A Strongpoint Partner]()
Founded in 1989 by Robert Gorelick
A leader in the retirement services industry based in Santa Ana, California, set apart by their belief in building and cultivating relationships and their collaborative approach to solving problems for their clients.
Proudly a Strongpoint Partner since July 2025. -
![UBP A Strongpoint Partner]()
Founded in 2003 by Pat Deegan
Based in Melville, New York, UBP's team has built a reputation for delivering personalized service to each of their clients, endeavoring to give them a roadmap to retirement success.
Proudly a Strongpoint Partner since July 2025. -
![Creative Retirement Systems, LLC]()
Founded in 1979 and led by Kaezad Setna
Based in Springdale, Ohio, CRS prides themselves on helping clients reach their retirement objectives with plans that are tailored to their unique needs.
Proudly a Strongpoint Partner since August 2025.
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![Associated Pension Consultants, LLC]()
Founded in 1995 by Warren Simon
Based in Melville, New York, APC's team of retirement consultants are committed to delivering high-quality service to each of their clients, helping them secure their retirement future.
Proudly a Strongpoint Partner since August 2025.
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![Headshot of Howard Simon, Founder of HowardSimon.]()
Howard Simon, Founder of HowardSimon
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![Headshot of Bob Jocelyn, founder of Jocelyn Pension Consulting]()
Bob Jocelyn, Founder of Jocelyn Pension Consulting
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![Headshot of Joey Bender, Founder of RSG Retirement Strategies Group.]()
Joey Bender, Founder of Retirement Strategies Group
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![Headshot of Richard Banziger, Founder of RPA]()
Richard Banziger, Founder of Retirement Planners & Administrators
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![Headshot of Earle Garvin, Founder of Pension Financial Services.]()
Earle Garvin, Founder of Pension Financial Services
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![Headshot of Mary Grason, Founder of Pollard & Associates.]()
Mary Grason, Founder of Pollard & Associates
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![Founds of Carlson Quinn]()
Leif Carlson & Brian Quinn, Co-Founders of Carlson | Quinn
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![Founder of SI Group, Craig Suemori]()
Craig Suemori, Founder of SI Group
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![Claire May, founder of RPCG Retirement Planning Consulting Group]()
Claire May, Founder of Retirement Planning Consulting Group
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![Leaders of Karel-Gordon & Associates.]()
Seth Silverman & Holly Danziger, Co-Founders of Karel-Gordon & Associates
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![Charlie Steingas, Founder of Cash Balance Actuaries]()
Charles D. Steingas, Founder of Cash Balance Actuaries
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![Founders of Pension Consultants, Inc.]()
Bill Anastasiades & Frank Rossi, Principals of Pension Consultants, Inc.
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![Founders of Actuaries Unlimited.]()
Mindy Gassman & Mark Fishman, Principals of Actuaries Unlimited
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![Brian Smith Founder of CRP]()
Brian Smith, Founder of CRP
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![Bob Gorelick, Founder of BEI]()
Bob Gorelick, Founder of Benefit Equity, Inc. (BEI)
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![Principals of UBP, LLC A Strongpoint Partner]()
Paul Carmichael, Matthew J. Phillips, & Joseph Cibirka, Principals of United Benefit Pensions, LLC
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![Kaezad Setna, Principal of CRS]()
Kaezad Setna, Principal of Creative Retirement Systems, LLC
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![Warren Simon, Founder of APC]()
Warren Simon, Founder of Associated Pension Consultants, LLC
Our Presidents
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![Headshot of Brad Simon.]()
Brad Simon
HowardSimon
An expert in process optimization and people development.
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![Headshot of Nick Jocelyn.]()
Nick Jocelyn
Jocelyn Pension Consulting
A consultant by nature specializing in optimal retirement plan design strategies.
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![Headshot of Toni Superneau.]()
Toni Superneau
Retirement Strategies Group
Combines operational experience and insight with a passion for service.
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![Headshot of Mike Morin.]()
Mike Morin
Retirement Planners & Administrators
A strategic leader with access to industry leaders and their shared experiences.
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![Headshot of Don Flower.]()
Don Flower
Pension Financial Services
A passionate leader focused on maximizing the expertise of his people to best serve his growing market.
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![Mary Grason President Pollard & Associates]()
Mary Grason
Pollard & Associates
A technical expert who believes in putting people first and always leading from the front.
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![Strongpoint Partners Carlson Quinn Presidents 2024]()
Leif Carlson & Brian Quinn
Carlson | Quinn
Problem solvers who love to make the complex simple.
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![Headshot of Ellen Kawashima.]()
Ellen Kawashima
SI Group
A service-first leader who puts the customer at the heart of everything.
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![Headshot of Claire May.]()
Claire May
Retirement Planning Consulting Group
A business leader who specializes in giving her team the tools they need to best serve their clients.
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![Headshot of Holly Danziger.]()
Holly Danziger
Karel-Gordon & Associates
A strategic leader focused on process optimization to enable greater client engagement.
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![Headshot of Charlie Steingas.]()
Charlie Steingas
Cash Balance Actuaries
A business leader focused on delivering cutting edge retirement plan designs and personal service.
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![Headshot of Bill Anastasiades.]()
Bill Anastasiades
Pension Consultants, Inc.
A people-first leader who believes in prioritizing success for his team, his clients, and his partners
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![Headshot of Alexandra Walker.]()
Alexandra Walker
Actuaries Unlimited
A leader who focuses on the intersection of people, processes, and technology to maximize client value creation.
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![Headshot of Ellen Russell.]()
Erin Russell
Actuaries Unlimited
An enrolled actuary whose technical expertise is second only to her passion for empowering her team members.
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![Brian Smith Founder of CRP]()
Brian Smith
CRP - California Retirement Plans
A relationship and service-focused leader who specializes in retirement plan administration and fosters trust to drive long-term success.
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![Michael Gorelick, President of Benefit Equity Inc.]()
Michael Gorelick
Benefit Equity Inc.
A problem-solver and relationship-focused leader who, along with his team, provides reliable and trusted guidance to help BEI’s clients meet their retirement objectives.
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![Joseph Cibirka President of UBP, LLC]()
Joseph Cibirka
United Benefit Pensions, LLC
A people-first strategic leader with a unique approach to personalized service.
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![Kaezad Setna, President of CRS]()
Kaezad Setna
Creative Retirement Systems, LLC
A results-driven leader who blends technical expertise, operational insight, and a passion for service.
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![Warren Simon, President of APC]()
Warren Simon
Associated Pension Consultants, LLC
A leader who pairs technical and operational expertise with a strong focus on people, service, and support.
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![Rob Ruff]()
Rob Ruff
Strongpay
A customer-first leader who scaled the organization from the front-lines of customer service.
