Serving Financial Advisors
The TPA Network built to grow your book of business.
You and your clients experience dedicated localized service, with the support of a national partnership.
Tailored Design · Hometown Service · National Strength
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
Strongpoint By the Numbers
Our Strongpoint Presidents
Meet the local leaders you'll partner with.
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![Headshot of Nick Ciaccio]()
Nick Ciaccio
HowardSimon
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![Headshot of Nick Jocelyn.]()
Nick Jocelyn
Jocelyn Pension Consulting
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![Headshot of Toni Superneau.]()
Toni Superneau
Retirement Strategies Group
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![Headshot of Mike Morin.]()
Mike Morin
Retirement Planners & Administrators
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![Headshot of Don Flower.]()
Don Flower
Pension Financial Services
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![Mary Grason President Pollard & Associates]()
Mary Grason
Pollard & Associates
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![Leif Carlson]()
Leif Carlson
Carlson | Quinn
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![Brian Quinn]()
Brian Quinn
Carlson | Quinn
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![Headshot of Ellen Kawashima.]()
Ellen Kawashima
SI Group
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![Headshot of Claire May.]()
Claire May
Retirement Planning Consulting Group
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![Headshot of Holly Danziger.]()
Holly Danziger
Karel-Gordon & Associates
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![Headshot of Charlie Steingas.]()
Charlie Steingas
Cash Balance Actuaries
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![Headshot of Bill Anastasiades.]()
Bill Anastasiades
Pension Consultants, Inc.
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![Headshot of Alexandra Walker.]()
Alexandra Walker
Actuaries Unlimited
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![Headshot of Ellen Russell.]()
Erin Russell
Actuaries Unlimited
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![Brian Smith Founder of CRP]()
Brian Smith
CRP - California Retirement Plans
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![Michael Gorelick, President of Benefit Equity Inc.]()
Michael Gorelick
Benefit Equity Inc.
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![Joseph Cibirka President of UBP, LLC]()
Joseph Cibirka
United Benefit Pensions, LLC
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![Kaezad Setna, President of CRS]()
Kaezad Setna
Creative Retirement Systems, LLC
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![Warren Simon, President of APC]()
Warren Simon
Associated Pension Consultants, LLC
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![Nelson Yeung, Founder and President of ACI]()
Nelson Yeung
Allied Consultants, Inc.
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Amy Uddeme
American Retirement Plan Services, LLC
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![Mark Strakowski]()
Mark Strakowski
SMS Retirement
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![Jeremy Schira]()
Jeremy Schira
SMS Retirement
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Dave Banathy
Bidwell Consulting Services
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![Kiersten Bartlein President of IPD a Strongpoint Partner]()
Kiersten Bartlein
Integrated Pension Design
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![Steve Finnegan, Principal of The Finway Group]()
Steve Finnegan
The Finway Group
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![John Laskowitz]()
John Laskowitz
Bates & Company
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![Rob Ruff]()
Rob Ruff
Strongpay
How We Serve You
Our Administrative Services
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. Ready to get started? Get In Touch with Strongpoint Partners
• Plan Design
• Fiduciary Oversight
• Regulatory Compliance
• Nondiscrimination Testing
• Plan Administration
• Actuarial Services
• Legal Responsiveness
• Documentation & Reporting
The Plan Types We Support
Say yes to every plan that walks in the door.
Dedicated administration and custom plan design for every type of proposal.
Why Advisors Choose Strongpoint
The value we bring to your client relationships.
A TPA partnership should make you look better to your clients — not add another vendor to manage. Here's what changes when you partner with Strongpoint.
You stay the trusted advisor.
We operate behind the scenes so your clients see you — your brand, your relationship, your expertise — front and center.
More plans, more revenue.
A growing product shelf lets you have deeper, more comprehensive retirement conversations — and win business you couldn't service before.
Local team, national scale.
The responsiveness of a hometown TPA with the resources of a national platform behind every plan.
Compliance you can count on.
Deep DOL and IRS expertise keeps every plan compliant through constant regulatory change — so nothing lands on your desk unexpectedly.
Proactive, year-round support.
Your local team works with you all year — testing, filings, and planning — so you're always prepared, never scrambling at a deadline.
One connected experience.
Manage your entire book, stay current on compliance, and get instant answers through the Advisor Growth Lab portal.
Advisor Growth Lab
Your plans. Your insights. One place.
Advisor Growth Lab is Strongpoint's dedicated advisor portal — a single, purpose-built place to manage your entire book of retirement plans, stay current on compliance, and get instant answers, instead of juggling disconnected systems built for someone else's workflow.
Compliance-first. Real, up-to-date plan data. Built for the advisor's day-to-day.
Let’s Talk
Get In Touch with Strongpoint
Tell us about your practice and the clients you serve. A Strongpoint Business Development Consultant will connect with you to find the local partner that best fits your needs.
Independent advisors welcome · No obligation · We'll match you with the right partner