Teams at Strongpoint Partners

Analyze and draft retirement plan documents for qualified plans, ensuring compliance with DC plan regulations and client objectives. Manage document lifecycles, interpret prototype and volume submitter provisions, produce reports and procedures, and provide excellent client-focused communication and support.

The Enrolled Actuary will provide actuarial and consulting services for Defined Benefit and Defined Contribution plans, ensuring compliance and optimizing plan design while collaborating with clients and internal teams.

The Internal Business Development Consultant drives growth by managing inbound leads, engaging financial advisors, and collaborating with the sales team to transition opportunities.