Pollard & Associates is a premier retirement plan consultancy and actuarial firm specializing in pension and profit-sharing plans, with a distinguished history of service since 1970. As a Strongpoint Partner, the firm stands out for its deep expertise in navigating complex retirement plan regulations and its commitment to helping clients build a secure financial bridge to retirement.
The firm leverages a team of over 24 experienced professionals to provide tailored solutions for plan sponsors, financial advisors, and CPAs, emphasizing compliance, innovation, and responsive client service. With over 50 years of industry presence, Pollard & Associates has serviced more than 1,100 retirement plans representing $2 billion in assets, focusing on collaboration with advisors to deliver expert plan design and administrative support.
Services Offered
- Plan Design & Implementation
- 401(k) Compliance & Administration
- Defined Benefit & Cash Balance Plans
- Actuarial Services
- Technical Consulting
- Plan Corrections
- 3(16) Light: Notice Distribution & Signing Authority
The firm stays at the forefront of regulatory changes, offering dedicated resources such as a Secure 2.0 news page and ongoing updates to ensure clients adapt to new rules effectively. Pollard & Associates primarily serves businesses and organizations in Maryland and surrounding regions, assisting them with both foundational and advanced retirement plan needs.
