Retirement Plan Administration Assistant

Strongpoint launches one-stop portal for retirement plan advisors. Strongpoint Partners announced the launch of Advisor Growth Lab, a new digital portal built to give retirement plan advisors a single destination to manage their existing book of business. Advisor Growth Lab was designed to provide a seamless experience to advisors, who have often relied on fragmented tools to track plans, request proposals, answer client questions, and learn about regulatory changes and compliance updates, the firm's announcement explained. The new digital platform, which is available now for advisors, also extends access to the firm's nationwide network of TPA firms to grow their collective business. "Our mission is to make retirement work for everyone, and that means giving the advisors who work alongside our partner firms the same national support and resources our partners experience," noted Strongpoint Partners CEO Danny Hest. "Advisor Growth Lab is how we make good on that promise: one platform, built specifically for how advisors work, so they can spend less time chasing information and more time with their clients." The platform centers on four core capabilities: * Plan Dashboard: An up-to-date view of an advisor's full book of business with Strongpoint, including plan status, participant counts, plan assets, and pending action items. * Request a Proposal: A direct line to the firm's national sales team, so advisors can request a proposal, explore a new plan design, or start a conversation about growing a client relationship. * Content Hub: Plan design content and curated compliance and regulatory updates to help advisors grow their expertise and gain new business. * AI Assistant: A secure, in-portal AI assistant that answers plan design questions, walks through compliance requirements, and can summarize Content Hub articles on demand. While advisors are the primary users of Advisor Growth Lab, any professional tied to a plan, including CPAs, can log in to access the same view of a client's book of business, the announcement further noted. The platform also expands what advisors can bring to their client relationships. For advisors new to retirement planning, step-by-step guides help facilitate conversations with existing clients. For seasoned advisors, Strongpoint is equipping them to have more in-depth retirement planning conversations. "What advisors really need is confidence that someone has their back when a client asks a hard question," said Mike Shamburger, Vice President and Head of National Sales at Strongpoint Partners. "Advisor Growth Lab gives our sales team another way to show up for advisors, with plan data, compliance guidance, and answers on demand, right alongside the relationship they've already built." Strongpoint added that it will continue to expand the platform, with additional features planned in the months ahead. Please log in or create a free account to comment on this article. Share to: Publish date: July 30, 2026 By: Sponsored by MFS

Strongpoint Partners announces partnership with The Finway Group. Strongpoint Partners Jul 16, 2026, 10:30 ET With this partnership investment, Strongpoint Partners is doubling down on its commitment to lead the market in talent, expertise, and product capabilities while adapting to an ever-evolving market landscape CHICAGO, July 16, 2026 /PRNewswire-PRWeb/ - Strongpoint Partners ("Strongpoint"), a leading tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third-party administration, actuarial, recordkeeping, payroll, and HR solutions, announced a new partnership with The Finway Group ("Finway"), based in Des Moines, Iowa. Led by Steve Finnegan, Finway is a national retirement plan services firm with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Administrative Fiduciary across a growing suite of custom retirement solutions. With over 49 Pooled Employer Plans (PEPs) already in the marketplace, Finway combines its expertise, trusted partnerships, and unique market position to play a critical role in driving the outsized growth of the Pooled Employer Plans (PEPs) marketplace. "Steve and the Finway team have built one of the fastest-growing retirement platforms for PEPs and 3(16) fiduciary services, which is an area of growing demand across our client base at Strongpoint and in the marketplace," said Danny Hest, CEO of Strongpoint Partners. "The team's dedication to its plan sponsors and adopters across 43 states, combined with its exceptional client retention, speaks to Finway's culture of leading with personalized service and demonstrated results for clients. Welcoming Finway as Strongpoint's 24th partner - and our first headquartered in Iowa - is an exciting milestone, and Finway's PEP capabilities meaningfully expand what we can offer plan sponsors and advisors across our network." As part of Strongpoint, Finway and its clients will benefit from expanded resources, advanced technology, and a wide network of retirement professionals across the country for shared knowledge and collaboration. Finnegan will continue leading the organization as President, alongside VP of Operations Keith Lowery and the broader Finway team. "Joining Strongpoint Partners marks an exciting new chapter for The Finway Group," said Steve Finnegan, President of Finway. "We've spent decades building our platform, first as a 402(a) Named Fiduciary, then as a 3(16), and most recently becoming a scaled platform in Pooled Employer Plans. When we went looking for a partner, we evaluated every retirement TPA platform, and Strongpoint was the clear choice for us. In Strongpoint, we found a partner who genuinely shares our commitment to service excellence, technology innovation, and growth. This partnership gives our team access to a coast-to-coast network of retirement professionals, the ability to recruit talent to add to our team, the technology infrastructure to keep growing, while preserving the high-touch, single-point-of-contact service model our clients enjoy and rely on." "From an operations and compliance standpoint, the fit between Finway and Strongpoint is exceptional," added Keith Lowery, VP of Operations at The Finway Group. "Our team has built rigorous processes to deliver end-to-end plan management for our clients, and with Strongpoint's resources and national network behind us, we'll be able to share those best practices more broadly and continue raising the bar for what plan sponsors can expect from their retirement plan administrator. I'm excited for what this means for our team and the clients we serve." This partnership represents another step toward the Strongpoint mission of making retirement work for everyone with access to new markets, expanded solutions, and new expertise. As with all of Strongpoint's partnerships, all 50 members of The Finway Group team will remain in their current roles, continuing to deliver the same trusted service their clients have come to expect. The Finway Group team will also contribute Strongpoint's broad and deep capabilities in PEPs and end-to-end retirement plan management to the broader knowledge and capabilities of the Strongpoint coast-to-coast network. About Strongpoint Partners Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, actuarial, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work for two consecutive years, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group ("RSG"), Retirement Planners and Administrators ("RPA"), Pension Financial Services ("PFS"), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group ("RPCG"), Karel-Gordon & Associates, Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. ("PCI"), Actuaries Unlimited ("AUI"), CRP - California Retirement Plans ("CRP"), Benefit Equity, Inc. ("BEI"), United Benefit Pensions, LLC ("UBP"), Associated Pension Consultants ("APC"), Creative Retirement Systems, LLC ("CRS"), Allied Consultants, Inc. ("ACI"), and American Retirement Plan Services, LLC ("ARPS"), SMS Retirement ("SMS"), Bidwell Consulting Services, Inc. ("BCS"), and The Finway Group ("Finway"). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com. About The Finway Group The Finway Group is a national retirement plan services firm based in Des Moines, Iowa, with a presence across 43 states, serving as the Pooled Plan Provider (PPP), Third-Party Administrator (TPA), and 3(16) Named Fiduciary for all plans it administers. Finway offers a comprehensive suite of single-employer and Pooled Employer Plan (PEP) retirement solutions, providing employers flexible, turnkey retirement plan options. With approximately 50 team members and a 96%+ client retention rate, Finway has built a reputation for high-touch, results-driven retirement plan management. For more information, please visit: www.finwaygroup.com. About Shore Capital Partners Shore Capital, a Chicago-based private equity firm with offices in Nashville, is an investor in lower middle market companies in the Healthcare, Food and Beverage, Business Services, Industrial, and Real Estate industries. Shore's strategy is to support management partners to grow faster with less risk through access to capital, world-class board and operational resources, and unmatched networking, development, and shared learnings across the portfolio. From 2020-2025, Shore received recognition from Inc. Magazine as a 6x Top Founder Friendly Investor and by Pitchbook Research for leading U.S. Private Equity deal volume for the past 10 years, from 2015-2024. Shore targets investments in proven, successful private companies with superior management teams, stable cash flow, and significant potential to grow through industry consolidation and organic growth to generate value for shareholders. Shore has approximately $17 billion of assets under management and in additional investment platforms to which it provides business and operational consulting services. For more information on these awards and investment platforms, please visit: www.shorecp.com. Media Contact SOURCE Strongpoint Partners