We are committed to helping benefit planning companies achieve maximum results from the retirement plans you develop for your clients.

• Get Broad Range of Investment Choices – Choose from thousands of mutual funds, from multiple fund families, to help meet your fiduciary responsibility.
• Reduce Costs and Minimize Your Involvement – Our streamlined, comprehensive approach means you will worry less and spend less time on administrative details – all at a very reasonable price.
• No Group Annuity Charges or Wrap Fees – Performance and share price is exactly as reported in newspapers.
• Get Statements on Time – Accurate, timely quarterly statements are provided 10 – 15 business days after the quarter-end.
• Increase Participation and
  Contribution Rates – Enjoy a powerful communications program that educates your clients’ workforce about the benefits of retirement investing and plan participation.
• Enjoy a Seamless Transition – Our takeover team and an experienced conversion specialist manage the transition to meet your timeframe and your highest expectations.

RSG can support your benefit planning efforts in several ways. First, we can act as a resource in helping you target retirement plans to your client’s company size, service needs and budget sensitivity. Secondly, we provide plan administration support with state-of the-art record-keeping, proven educational and enrollment packages, compliance testing, valuation reports and tax reporting, including annual 5500 forms.

We maintain our own in-house computer system in our New Orleans office, which is devoted entirely to the prompt, accurate and personalized preparation of administrative reports, employee benefit certificates and government reporting for employee benefit plans. In addition, our staff continually researches government regulations and rulings so that we can advise you about changes and, when necessary, incorporate the required amendments into your clients’ plan.

RSG offers several convenient services for employee plan participants: Internet (www.rsgweb.com) and toll-free, 24-hour telephone access to information about account balances in dollars and shares, loan options, future investment opportunities and options to transfer current balances among allowable funds.

Retirement Strategies Group, L.L.C. is well qualified to serve as your Plan consultant and Technical Administrator. We would like to work with you to help design and manage your clients’ retirement plans.

Please call Joey Bender at 504-712-0005 ext. 1301, if you have questions.