• Who We Serve

Our deep industry experience, commitment to accuracy, and transparent communication foster valuable partnerships.

• Our Commitment to You

A partnership of unparalleled service and quality.

For more than 40 years, HowardSimon Retirement has partnered with advisors and recordkeepers to help their clients build stronger retirement plans. We believe the best outcomes happen when talented, dedicated teams work together, which is why we've built our reputation on being a trusted partner to the advisors and recordkeepers we serve.

As a Strongpoint Partner, our reach extends far beyond Chicago. In addition to our in-house team of retirement Consultants, Administrators, and actuaries, we have access to a national network of 20+ partner firms and over 40 actuaries nationwide. Together, we serve all plan types with deep expertise — whether that's defined benefit, cash balance, ESOP, or a complex hybrid design.

For advisors looking for a TPA partnership that delivers expertise, responsiveness, and national scale, HowardSimon Retirement is built to be your partner.

A Chicago city street view with train tracks running through the middle, tall buildings on both sides, and a modern skyscraper in the background under a clear blue sky.

• Chicago's Largest, Trusted TPA

Recordkeepers, Accountants, and Financial Advisors are our valued partners. 

HowardSimon Retirement is proud to have partnered with Recordkeepers, Accountants, Financial Advisors, CPAs, and attorneys for over four decades. Our relationships with these trusted partners, like you, will always be highly valued by our team. Our reputation for responsive service, tech-enabled solutions, deep expertise, and accurate, customized plan administration has made us a trusted partner for retirement solutions in the Chicago market and nationwide. We don’t take that recognition lightly, which is why we are committed to providing the most high-touch collaboration and partnership.

Partner With Us
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• Our Expertise

We maintain industry credentials to stay on the cutting edge of this ever-changing industry on behalf of you and our clients. 

Meet Our Team
A Chicago cityscape featuring tall skyscrapers, including a clock tower with a white façade and black clock faces, against a blue sky with some clouds.
A Chicago cityscape featuring tall skyscrapers, including a clock tower with a white façade and black clock faces, against a blue sky with some clouds.

1

Qualified Pension Administrator
(QPA)

1

Tax-Exempt & Governmental Plan Consultant (TGPC) 

8

Qualified 401(k) Administrators
(QKA)

3

Qualified 401(k) Consultants
(QKC)

Nick Ciaccio, Vice President of HowardSimon Retirement

“I’m most proud of the passion our team brings to serving clients and partners. We’re constantly working to deliver the right guidance and solutions, helping businesses build retirement plans that support their goals today while preparing for the future in a complex regulatory environment.”

• Nick Ciaccio, Vice President of HowardSimon Retirement

• We’re Here to Help 

Contact our team of experienced Administrators and Consultants today. 

Let’s Get Started