Strongpoint Partners expands its West Coast presence with the addition of Actuaries Unlimited ("AUI"), the 13th distinct retirement services brand to join its family of full-service retirement and actuarial solutions firms
CHICAGO, Feb. 12, 2025 /PRNewswire-PRWeb/ -- Strongpoint Partners ("Strongpoint"), a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third-party administration, recordkeeping, payroll, and HR solutions, announced a new partnership with Actuaries Unlimited ("AUI"), a leader in custom retirement solutions with a focus on Cash Balance, Defined Benefit, and other tax-efficient solutions for employers and their employees. AUI has proudly served the greater Los Angeles, California area for more than 50 years. The partnership with AUI furthers Strongpoint's commitment to full-service retirement solutions and grows Strongpoint's actuarial team to more than 25 individuals, strategically located from coast-to-coast across the US.
"AUI has an incredible reputation for being a strong team of trusted, knowledgeable leaders, including highly qualified actuaries and pension administrators, making them an ideal fit for Strongpoint," said Danny Hest, CEO of Strongpoint Partners. "When I first met Mindy Gassman and Mark Fishman (Co-Founders at AUI) a year ago, I was struck by their commitment to delivering high-quality service to their clients and the way they spoke about their team and the next generation of leadership, including Alexandra Walker, Erin Russell, Kory Hoertz, and Brian Gassman. With the addition of AUI, we are expanding a critical set of expertise in the Cash Balance and Defined Benefit space and strengthening the talent pool across Strongpoint Partners. With more than 200 Defined Contribution and Defined Benefit administrators across Strongpoint, we've seen every unique situation and challenge."
"Strongpoint Partners stood out to me because of their values," said Gassman. "As we looked to the future for Actuaries Unlimited, it was important to me that if we expanded our family through a partnership, that we do so with a group that shares our principles of integrity, curiosity, and problem solving. Strongpoint is the perfect match, and this maturation will allow us to continue our legacy of providing the most creative plans and dedicated service to our local market while benefiting from the fantastic national resources that Strongpoint provides."
Mark Fishman shared his optimism for the future of AUI through this partnership. "We're proud of our local reputation as the go-to experts in retirement planning, and the partnership with Strongpoint will be invaluable as AUI continues to grow and serve our clients. We're looking forward to continuing this legacy with more resources than ever before while maintaining personal service and close professional relationships."
Alexandra Walker, Co-President at AUI, agrees. "Since its founding in 1970, Actuaries Unlimited has been fortunate to have grown into a substantial business. As we've reached almost 60 employees, it's become obvious that we now require resources that weren't needed when we were a small business." said Walker. "In partnership with Strongpoint, we now have access to enterprise HR, IT, and Finance resources, which will allow our team to fully focus on what we do best: building and delivering the best retirement solutions possible for our clients."
"We immediately recognized the alignment with AUI's team, and the benefits we can provide to one another," said Jack Toner, VP of Corporate Development for Strongpoint. "Through this partnership, we will expand our expertise in Cash Balance plans, and we are thrilled about the opportunity to be able to collaborate across our partner businesses."
"At Strongpoint Partners, our people are our greatest strength, and we truly believe that we are Stronger Together," continued Hest. "We are absolutely thrilled to welcome AUI to our family, and to partner with them to strengthen all of our businesses."
As with all Strongpoint partners, the full team at AUI will remain in place, and all AUI employees will continue to serve their clients, share their knowledge, support growth, and enhance the collective expertise of all their colleagues across the Strongpoint Partners family of brands.
About Strongpoint Partners
Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint's suite of services 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, Pension Consultants, Inc. ("PCI"), and Actuaries Unlimited ("AUI"). 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 Actuaries Unlimited
Actuaries Unlimited, based in Los Angeles, California, is a leading provider of pension administration and retirement benefits consulting. The firm offers comprehensive services, including plan design, compliance, administration, documentation, and tax form filing, helping organizations optimize and maintain their retirement plans.
The defining characteristic of Actuaries Unlimited is the company's core values of teamwork, respect, integrity, and flexibility. These qualities are demonstrated by not only by AUI Co-Founders, Mindy Gassman and Mark Fishman, but also by Co-Presidents Alexandra Walker and Erin Russell and the entire team.
For more information, please visit our website at www.actuariesunlimited.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 2020-2024, Shore received recognition from Inc Magazine as a 5x Top Founder Friendly Investor and by Pitchbook Research for being the global leader in Private Equity total deal volume from 2019-2023. 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 $11.5 billion of assets under management and 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
Lauren Lillis, Strongpoint Partners, 1 309-301-2231, [email protected], https://www.strongpointpartners.com/
SOURCE Strongpoint Partners
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