by Robert Brierre | Feb 13, 2020 | Uncategorized
February 202028thForm 1099-R – The Form 1099-R is due for any distributions that occurred during the 2019 calendar year. Note: Participant Loans that are in default may be considered “deemed” distributions and are reportable on Form 1099-R.March 202015thADP/ACP...by Robert Brierre | Feb 13, 2020 | Uncategorized
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006, over...by Robert Brierre | Nov 15, 2019 | Uncategorized
On Sept. 23rd, the IRS published a final rule that relaxes several existing restrictions on participant hardship distributions from defined contribution plans. Some of these changes are mandatory, requiring employers to make the changes by Jan. 1st, 2020, while others...by Robert Brierre | Nov 15, 2019 | Uncategorized
2019 Newsletter December 20191stParticipant Notices – Annual notices due for Safe Harbor elections, Qualified Default Contributions (QDIA), and Automatic Contribution Arrangements (EACA or QACA).31stParticipant Notices – Annual notices due for ERISA 404(c) and Fee...by Robert Brierre | Nov 15, 2019 | Uncategorized
Being the bearer of bad news isn’t fun. When the third-party administration firm relays that aspects of the annual compliance testing have failed causing many of the company’s executives to receive taxable distributions from the plan, it isn’t a great day for the HR...by Robert Brierre | Nov 15, 2019 | Uncategorized
On November 6th, 2019, the IRS announced the cost of living adjustments affecting the dollar limitations for retirement plans. Contribution and benefit increases are based on a calculated change in the Consumer Price Index and are intended to allow participant...
Roslyn graduated from Xavier University of Louisiana with a bachelor’s degree in business administration and a concentration in finance. She currently works in the RSG plan accounting department, which is responsible for processing contributions, distributions and loans. Additionally, Roslyn assists with annual census entry and plan balancing, and she is a member of the RSG participant call center team.
You can reach Roslyn via phone at 504-602-1319 or via email at RoslynRoss@RSGweb.com
Julie has worked in the retirement plan industry since 2007 and joined Retirement Strategies Group in 2016. Her skills consist of the annual administration of 401(k) and profit sharing plans, compliance testing and the preparation of government forms. She is a member of the American Society of Pension Professionals and Actuaries (ASPPA).
You can reach Julie via phone at 504-602-1300 or via email at JulieBoss@RSGweb.com.
Travis has worked in the retirement plan industry since 2010. His areas of expertise include administration and daily recordkeeping of 401(k), Profit Sharing, 403(b), and 457 plans, compliance testing and preparation of government forms. Travis is an active member of the American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax-Deferred Savings Association (NTSA) where he has earned the professional designations of Qualified 401(k) Administrator (QKA) and Tax-Exempt & Governmental Plan Consultant (TGPC).
You can reach Travis via phone at 504-602-1314 or via email at TravisBarker@RSGweb.com
Todd graduated from Louisiana State University in 2007 with a degree in general studies. He is a partner at RSG and has worked in the field of retirement plans since 2007. His work experience includes retirement plan administration and recordkeeping for Defined Contribution plans. He is active in new business development and retention for RSG where he works with financial advisors and their clients to design and implement retirement plans that maximize the employers tax and retirement benefits.
Todd is a member of the National Institute of Pension Administrators and the Society for Human Resource Management, where he has earned the professional designation of Accredited Pension Administrator (APA) and Society for Human Resource Management Certified Professional (SHRM-CP). He is also an active member of the Association of Employee Benefit Planners of New Orleans and NOLA SHRM.
You can reach Todd via phone at 504-602-1315 or via email at ToddBarker@RSGweb.com.
Shannon graduated from the University of New Orleans with a bachelor’s degree in psychology and a minor in business administration. She has worked in the retirement-plan industry since 2015 and is currently part of the RSG plan accounting department, which is responsible for processing contributions, distributions and loans. Additionally, Shannon assists with annual census entry and she is a member of the RSG participant call center team.
You can reach Shannon via phone at 504-602-1309 or via email at ShannonOlivier@RSGweb.com.
Nicole graduated from Loyola University New Orleans in 2005 with a Bachelor of Arts degree in graphic design and a specialization in marketing. Her areas of expertise include administration and daily recordkeeping of 401(k) and Profit Sharing plans, compliance testing and preparation of government forms.
You can reach Nicole via phone at 504-602-1318 or via email at NicoleYoung@RSGweb.com
Toni has worked in the retirement plan field since 2001. Throughout her years in the industry, she has worked in plan installations and conversions, daily recordkeeping, and compliance administration. She currently oversees the Plan Compliance and Plan Accounting departments at RSG.
She is an active member of the American Society of Pension Professionals & Actuaries (ASPPA) having earned the professional designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). She has served as an officer on the board of directors for the Association of Employee Benefit Planners of New Orleans and is enrolled to represent taxpayers before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA). Toni graduated from Loyola University New Orleans with a bachelor’s degree in Business Administration with concentrations in International Business and Marketing.
You can reach Toni via phone at 504-602-1307 or via email at ToniSuperneau@RSGweb.com
Prior to joining RSG, Malcolm received his B.B.A. in Managerial Finance and Banking & Finance from the University of Mississippi in 2014. Malcolm currently works in the plan accounting department, as well as serving in a support role to the senior compliance administrators. His duties include processing contributions and distributions, annual census administration, and compliance testing of 401(k) and Profit Sharing Plans.
You can reach Malcolm via phone at 504-602-1320 or via email at MalcolmMcBee@RSGweb.com.
Vina graduated from Louisiana State University in 2016 with a Bachelor’s degree in Mathematics and a concentration in Business Administration. She currently works in the RSG plan accounting department, which is responsible for processing contributions, distributions, and loans.
You can reach Vina via phone at 504-602-1303 or via email at VinaNguyen@RSGweb.com.
Deneille has worked in the retirement-plan industry since 2011. She attended Delgado and Nunez Community College and currently works in the RSG plan accounting department, where she is responsible for processing contributions, distributions and loans. Deneille’s additional responsibilities include managing mail, the electronic filing of forms, processing enrollment materials and she is a member of the RSG participant call center team.
You can reach Deneille via phone at 504-602-1317 or via email at DeneilleBealer@RSGweb.com
Celina joined RSG in 2003. Since 1968, she has gained considerable expertise working with 401(k) plans and employee benefits while employed at Pan American Life Insurance Company and two oil companies. Her responsibilities at RSG in its plan accounting department include cash reconciliation, Fidelity check processing, distributions and loan processing. Celina attended Southern University and holds a Daily Valuation Certification from the American Society of Pension Professionals & Actuaries (ASPPA).
You can reach Celina via phone at 504-602-1308 or via email at CelinaClements@RSGweb.com
Robert graduated from Delgado Community College in 2010 with a degree in computer information technologies. He has worked in the retirement-plan industry since 2012 and is currently part of the RSG Plan Accounting department, which is responsible for processing contributions, distributions and loans. Robert’s additional responsibilities include updating mutual fund changes in the MSCS BridgeNet and Relius Administration systems and assisting with annual census entry and plan balancing. Robert also provides daily support and troubleshooting services for plan sponsors and is a member of the RSG participant call center team.
You can reach Robert via phone at 504-602-1310 or via email at RobertBrierre@RSGweb.com
Lisa graduated from Loyola University New Orleans in 2010 with a degree in business administration and a specialization in marketing. She is currently responsible for the management of new client implementation including the input of plan specifications in the Relius Administration system, establishing customized plan transition timelines with new clients, and ensuring a smooth new plan installation and plan asset/record transfer. Lisa is a member of the National Institute of Pension Administrators (NIPA), where she has earned the Accredited Pension Administrator (APA) designation.
You can reach Lisa via phone at 504-602-1316 or via email at LisaHaydel@RSGweb.com
Jamie graduated in 2004 from Our Lady of Holy Cross College with a degree in business administration with a concentration in information systems. She has been working in the retirement plan administration business since 2003, and her areas of expertise include administration and daily recordkeeping of 401(k) and Profit Sharing plans as well as preparation of government forms. She is an active member of the Association of Employee Benefit Planners of New Orleans and the Relius Southern User Group.
You can reach Jamie via phone at 504-602-1305 or via email at at JamieLandry@RSGweb.com.
Stephanie has been working in the retirement plan administration since 2009. Her skills consist of daily and annual administration of 401(k) and Profit Sharing plans, compliance testing, and preparation of government forms. Stephanie is a credentialed member of American Society of Pension Professionals & Actuaries (ASPPA) where she has earned the professional designation of a Qualified 401(k) Administrator (QKA).
You can reach Stephanie via phone at 504-602-1311 or via email at StephanieBowles@RSGweb.com
Dondrack graduated from the University of New Orleans in 2007 with a degree in history and has worked in the field of retirement plan administration since 2007. His areas of expertise include administration and daily recordkeeping of 401(k) and Profit Sharing plans, and preparation of government forms and compliance testing. Dondrack is a member of the National Institute of Pension Administrators, where he has earned the professional designation of Accredited Pension Administrator (APA). He is also an active member of the Association of Employee Benefit Planners of New Orleans and the Relius Southern Users Group.
You can reach Dondrack via phone at 504-602-1313 or via email at DondrackSmith@RSGweb.com.
Maureen attended the University of New Orleans and, since 2001, has worked in the retirement plan administration industry with RSG. Her areas of expertise include administration and daily recordkeeping of 401(k) and Profit Sharing plans, compliance testing, and preparation of government forms. She is a member of the Relius Southern User Group and Association of Employee Benefit Planners of New Orleans. Maureen holds the certification of Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA).
You can reach Maureen via phone at 504-602-1306 or via email at MaureenLambert@RSGweb.com.
Maureen is responsible for the management of new client implementation. Her experience includes plan document and amendment preparation, enrollment materials preparation, input of plan specifications into the Relius Administration system, fund investment information into the MSCS BridgeNet system and client remittance processes through RSG’s Data Validation Center. Maureen began her career in financial services in 1975 and has specialized in retirement plans since 1997.
You can reach Maureen via phone at 504-602-1304 or via email at MaureenElwick@RSGweb.com.
Cory graduated from Louisiana State University in 2010 with a degree in business with a specialization in finance. He has worked in retirement plan administration since 2007. Cory’s experience includes administration and daily recordkeeping of 401(k) and Profit Sharing plans, and preparation of government forms and compliance testing. Cory is a member of the National Institute of Pension Administrators, where he has earned the professional designations of Accredited Pension Administrator (APA) and Accredited Pension Representative (APR). He is an active member of the Relius Southern Users Group and is currently a board member of the Association of Employee Benefit Planners of New Orleans. He is also enrolled to represent taxpayers before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA).
You can reach Cory via phone at 504-602-1312 or via email at CoryBender@RSGweb.com.
Joey graduated from the University of New Orleans in 1985 with a degree in management. He is a partner at RSG and has worked in retirement plan administration since 1990. His work experience includes the design and installation of qualified retirement plans as well as day-to-day administration of 401(k), Profit Sharing, Money Purchase and SIMPLE plans. Joey is an Accredited Pension Representative (APR), a designation conferred by the National Institute of Pension Administrators. He is also a member of the Greater New Orleans Executive Association and the Association of Employee Benefit Planners of New Orleans.
You can reach Joey via phone at 504-602-1301 or via email at JoeyBender@rsgweb.com
Bob graduated from Loyola University in 1983 with a degree in computer science. He is a partner at RSG and has worked in the pension administration business since 1976. Bob is an Accredited Pension Representative (APR), a designation conferred by the National Institute of Pension Administrators. He is also a member of the Relius Administration National Daily User Group and the Association of Employee Benefit Planners of New Orleans.
You can reach Bob via phone at 504-602-1302 or via email at BobGuidry@rsgweb.com
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