Expertise, Reliability, and Accuracy
That’s why we are New Orleans’ most trusted TPA firm for tax-qualified retirement plans, in business for 25 years.
Our Vision
To craft and execute effective and personalized retirement solutions that empower our clients and their employees to sustain long-term financial success.
We do this with our breadth of expertise and knowledge on even the most complex plan designs. Learn more about our certifications.
22
Retirement Consultants
800+
Total Plans Administered
Our Services
A great retirement solution begins with design, sustains by personalized guidance, and ends with the right tools, and the right service, to maximize outcomes.
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Traditional employer sponsored 401(k)
Safe Harbor 401(k)
1099R
Complex plan options leveraging custom eligibility, vesting, contribution, and enrollment strategies
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Employer-funded retirement plans where contributions are discretionary.
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Traditional Cash Balance or Defined Benefit plans
Tiered or Age-Based plans
Combo 401(k) and Cash Balance options to maximize tax deferred savings
Variable Annuity Plans
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Payroll Processing
Time System and Integrated Workforce Management
Mineral HR-OnDemand
Benefits Administration
Accrual Tracking
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Maintaining accurate and compliant data, to ensure proper administration and reporting.
Learn more about our Retirement and Payroll solutions.
Our Mission
To make retirement work for everyone by being the most experienced, credible, and customer-centric TPA firm in Louisiana.
To learn more about our expertise and how we can help you, visit Our Services.
Our Values
Stronger Together
We exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our partnerships.
Obsess Over the Customer
We are committed to helpful service with accuracy and urgency, delivering an unparalleled experience.
Strive to Be Better Every Day
We put ourselves on the path of continuous improvement and view feedback as a gift. We embrace the change that is required to achieve our goals.
Do Right Things, Do Things Right
In everything we do, we act first with honesty and integrity. We strive for excellence in our execution, with an intense attention to detail.
Seek to Understand Why
We are problem solvers, and we ask questions, seeking answers using the full scope of the data, knowledge, and experience from across the partnership.
Own the Outcome
We are accountable for our individual and collective results. We follow through to help our team, clients, and partners achieve the right outcomes.
Our Story
A unique history of dedication and transformation.
For more than 25 years, we have proudly served the New Orleans community with unparalleled retirement expertise, building a reputation for credibility within our local community. Our deep regional roots and decades of industry experience form a strong foundation for the way we serve, while our national resources ensure we are equipped to handle any challenges.
Since December 2022
Retirement Strategies Group is a proud Strongpoint Partner.
As a Strongpoint Partner, RSG is a part of the most trusted, knowledgeable and customer-centric retirement platform for small and medium-sized businesses.
