Custom built solutions tailored for your retirement objectives.

With an ADP/ACTP testing deadline of March 15th, your local TPA team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.

In Q2, your local TPA team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with recordkeepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.

As your local TPA prepares for the October 15th 5500 filing deadline, we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identifying by our testing and report prep, as we plan for the coming fiscal year.

With all 5500’s filed, signed, and complete by October 15th, your local TPA team focuses on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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. 

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.

A TPA headquartered in Chino Hills, CA, Allied Consultants, Inc. has specialized in retirement consulting and planning for almost 40 years. ACI prides themselves on providing the best solutions to their clients with knowledge, integrity, and professionalism.  

Proudly a Strongpoint Partner since August 2025. 

A boutique, consulting-focused firm headquartered in Baltimore County, MD that delivers tailored services primarily to small and medium-sized businesses, offering expert guidance and hands-on support across a range of plan types.  

Proudly a Strongpoint Partner since October 2025. 

A TPA firm based in Cincinnati, Ohio, SMS Retirement is committed to delivering customized retirement plan solutions for employers, professional firms, and small business owners nationwide with best-in-class service. 

Proudly a Strongpoint Partner since October 2025. 

Founded on the principles of delivering superior, flexible, and innovative retirement plan administration, the team at BCS specializes in Defined Benefit and 401(k) plans solutions for small to medium sized businesses.  

Proudly a Strongpoint Partner since February 2026. 

A TPA firm based in Long Island, New York, Integrated Pension Design delivers sophisticated plan design to their clients nationwide with high touch service. 
 
Proudly a Strongpoint Partner since February 2026.