Advisor Growth Lab

Your plans. Your insights.
One place.

Manage your entire book of retirement plans, stay current on compliance and regulatory changes, and get instant answers — all from a single, purpose-built portal for advisors.

Everything you need, in one portal

Advisor Growth Lab brings together the tools and information you rely on every day.

Plan Dashboard

See your full book of business in real-time. Track plan status, participant counts, assets, and pending action items.

Content Hub

Stay ahead with curated compliance and regulatory content, plus on-demand webinars and updates to fiduciary best practices.

Strongpoint University

Develop your expertise with structured courses, quizzes, and certifications — grow your practice with Strongpoint.

AI Assistant

Get instant answers to your 401(k) questions. Query plan data, compliance with plan design, and regulatory guidance.

Resources for Advisors

Explore insights and tools to grow your retirement plan practice — no login required.

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The New Advisor's Guide to Retirement Plans

If you’re new to the financial services industry, you may already know about investment management, insurance, and wealth planning. But one of the most significant — and most overlooked — opportunities for advisors is employer-sponsored retirement plans. The numbers are striking: there are 750,000+ 401(k) plans in the U.S., covering more than 80 million participants and holding over $7 trillion in assets. And yet, millions of small and mid-sized businesses still don’t offer any retirement plans at all. Use this free guide from Strongpoint Partners to start the conversation. close the opportunity, and build a practice.

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Correcting Automatic Enrollment Errors Under SECURE 2.0

Automatic enrollment has become a central feature of modern retirement plans, and under SECURE 2.0, it’s no longer optional for most new plans. While this shift helps drive stronger participant outcomes, it also raises the stakes for plan sponsors when administrative errors occur. Here’s what you need to know about automatic enrollment requirements and how to correct mistakes efficiently and compliantly.

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Article

An Update to Forfeiture Funds and Fiduciary Duty: A Collision Course

Lawsuits are challenging whether using 401(k) forfeiture funds to reduce employer contributions violates ERISA fiduciary duties, even though IRS rules allow it. As courts and regulators weigh in, plan sponsors face increasing uncertainty around whether forfeitures should primarily benefit participants or can legitimately offset company costs.

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Article

SECURE 2.0 Act: What Advisors Need to Know in 2026

Key provisions taking effect this year including expanded auto-enrollment requirements, updated catch-up contribution limits, and new Roth matching options for plan sponsors.

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Built for advisors who manage retirement plans

Strongpoint Partners is a retirement services platform that supports advisors, TPAs, and recordkeepers. Advisor Growth Lab is our dedicated portal designed to give you full visibility into your plans, streamline communication, and help you deliver more value to your clients.

Compliance-First

Always up to date

Real-Time Data

Live plan metrics

Advisor-Focused

Built for you

Ready to get started?

Create your Advisor Growth Lab account today and see your plans in a whole new way.

Our Partners

Advisor Growth Lab is powered by Strongpoint's national network of trusted TPA firms.

HowardSimon
Jocelyn Pension Consulting
Retirement Strategies Group
Retirement Planners & Administrators
Pension Financial Services
Pollard & Associates
Carlson Quinn
SI Group
Retirement Planning Consulting Group
Karel-Gordon Associates
Cash Balance Actuaries
Pension Consultants, Inc.
Actuaries Unlimited
California Retirement Plans
Benefit Equity Inc.
United Benefit Pensions
Creative Retirement Systems
Associated Pension Consultants
Allied Consultants
American Retirement Plan Services
SMS Retirement
Bidwell Consulting Services, Inc.
Integrated Pension Design

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