• Who We Serve
Securing the future of employers + their teams with customized, tech-enabled retirement services.
• Our Commitment to You
Our clients are at the very center of our work.
That’s why the HowardSimon Retirement team is so committed to understanding your needs, supporting your team, and helping you get the most from your retirement plan. We focus on precision, thoughtful plan design, and solutions tailored to your goals, so your organization and employees can succeed in the long term. When the details matter, you can rely on a team that knows them inside and out.
• Our Certifications
ASPPA Credentialed
We proudly employ some of the leading retirement experts in Chicago, and in collaboration with our partners at Strongpoint across the country, we are positioned to help you with any challenge.
• Making Retirement Work for Everyone
Personal Design. Local Service. National Resources.
At HowardSimon Retirement, we combine deep local expertise with the national scale and resources of Strongpoint Partners, giving our clients the best of both worlds. From sole proprietors like dentists, attorneys, and physicians seeking solutions such as a 401(k) or Cash Balance Plan, to employers across Chicago’s small business community, our team designs strategies tailored to your goals. The result? Minimized tax liability, maximized retirement savings, stronger employee attraction and retention, and reduced risk through creditor protection.
19
Retirement Consultants
$4.5B+
Assets Under Management
120
New Plan Designs / Yr
8+
Avg. Yrs of Client Tenure
1,250+
Total Plans Administered
24
Avg. Yrs of Design Specialist Tenure
Backed by Strongpoint Partner’s national infrastructure to meet any challenge.
• Already a Client?
Log in to access our secure site for existing clients.
Our website offers single sign-on to all your plan needs: Year-End Reporting, Secure File Sharing, Invoice/Billing Information, and Plan Information.