• Our Story
Efficiency, Accuracy, and Reliability
Our approach is why we are one of the largest and most trusted TPA firms in the Midwest, in business for over 40 years.
• Our Vision
To design and deliver personalized retirement solutions that help our clients and their employees achieve lasting financial success.
We do this with our breadth of expertise on even the most complex plan designs. As one of the founding firms of Strongpoint Partners, we combine the responsiveness of a Chicago boutique with the national scale of a 21-firm network, giving our clients the depth, resources, and support that come with being part of a national network.
19
Retirement Consultants
1,250+
Total Plans Administered
• Our Services
A great retirement solution begins with tailored design, sustains by high-touch guidance, and ends with the right tools, and the right service, to maximize outcomes.
Learn more about our Retirement and Payroll solutions.
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Traditional employer sponsored 401(k)
Safe Harbor 401(k)
1099R
Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies
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Employer-funded retirement plans where contributions are discretionary.
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Traditional Cash Balance or Defined Benefit plans
Tiered or Age-Based plans
Combo 401(k) and Cash Balance options to maximize tax deferred savings
Variable Annuity Plans
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Payroll Processing
Time System and Integrated Workforce Management
Mineral HR-OnDemand
Benefits Administration
Accrual Tracking
• Our Mission
To make retirement work for everyone by being the most efficient, accurate, and reliable TPA in the greater Chicago area.
To learn more about our experience, offerings, and how we can help you reach your retirement objectives, visit Our Services.
• Our Values
How we serve you:
• Stronger Together
We exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our partnerships.
• Strive to Be Better Every Day
We put ourselves on the path of continuous improvement and view feedback as a gift. We embrace the change that is required to achieve our goals.
• Seek to Understand Why
We are problem solvers, and we ask questions, seeking answers using the full scope of the data, knowledge, and experience from across the partnership.
• Obsess Over the Customer
We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.
• Do Right Things, Do Things Right
In everything we do, we act first with honesty and integrity. We strive for excellence in our execution, with an intense attention to detail.
• Own the Outcome
We are accountable for our individual and collective results. We follow through to help our team, clients, and partners achieve the right outcomes.
• Our Story
A long reputation of innovation and client service.
For more than 40 years, we have proudly served the Chicago community and clients across the country with dedicated retirement expertise, building a reputation for accuracy and technology-based innovation.
Our deep roots in Chicago and decades of industry expertise have laid a strong foundation for the way we serve, while our national resources ensure we are equipped to handle any challenge.
• A Founding Partner Since 2022
HowardSimon Retirement is proud to have founded Strongpoint Partners
As a Strongpoint Partner, HowardSimon Retirement is part of the most trusted, knowledgeable, and customer-centric retirement platform for small and medium-sized businesses.