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