How We Can Serve You
We’re here to custom build solutions tailored for your retirement objectives.
Your Local Experts
Our team can create solutions tailored to you and your business.
From plan design and implementation, to compliance, administration, government reporting and filings, and ongoing plan support and consulting, we’re your local experts in retirement services.
Learn more about our Retirement and Payroll solutions.
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Includes traditional, Roth, and Safe Harbor 401(k) plans, along with plan administration, compliance testing, and reporting.
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Employer-funded retirement plans where contributions are discretionary.
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Tax-advantaged retirement plans for government and certain non-profit employees.
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Pension-style retirement plans with guaranteed benefits. Cash Balance plans combine features of defined benefit and defined contribution plans.
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Tax-advantaged retirement savings plan for employees of public schools, nonprofits, and certain religious organizations.
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Maintaining accurate and compliant data, to ensure proper administration and reporting.
A Success-Driven Approach
How we serve you throughout the year:
Our team works with you throughout the year to ensure you minimize your tax liability, maximize your retirement savings, stay compliant, and effectively meet your goals. This timeline is a sample that represents deadlines related to calendar year 401(k) plans.
Annual Plan Administration
1/1 - 12/31
Annual Data Request Management
1/1 - 10/1
Asset Reconciliation
1/1 - 12/31
Ongoing Plan Review
1/1 - 12/31
Data Cleansing & Validation
1/1 - 10/15
Annual Testing
1/1 - 10/15
Annual Notices
5/1 - 12/1
Annual Contributions
1/1 - 10/15
Annual Reporting
4/1 - 10/15
Making Retirement Work for Everyone
Personal Design.
Local Service.
National Support.
Retirement Strategies Group’s local expertise, backed by the national resources of Strongpoint Partners, makes our team uniquely positioned to take on any challenge for any client. Whether you’re a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in New Orleans’ small business community, we can create a solution tailored for you and your business that ensures you’ll minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection.
22
Retirement Consultants
800+
Total Plans Administered
7
Avg. Years of Client Tenure
235
New Plan Designs / Year
$2B
Assets Under Management
13
Avg. Years of Tenure