Serving Employers
Empowering employers and employees with customized retirement services.
Our Commitment
We’re here to serve our clients with extensive experience, expertise, and attention.
Our clients are at the heart of everything we do. Going beyond the numbers, we want to ensure your needs are met, your people satisfied, and your retirement plan benefits maximized. Our team takes the time to maintain accuracy, tailor every plan to your needs, and deliver solutions that drive long-term success. When the details matter, trust the team that knows them best.
Let’s get started. Already a client? Login
• NIPA Certified
With team members accredited as APAs and APRs, we bring proven expertise across all aspects of plan administration and investment fundamentals. Learn More
• ASPPA Credentialed
We proudly employ some of the leading retirement experts in New Orleans, and in collaboration with our partners at Strongpoint across the country, we are positioned to help you with any challenge. Learn More
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
Average Years of Client Tenure
235
New Plan Designs / Year
$2B
Assets Under Management
16
Average Years of Design Specialist Tenure
Backed by Strongpoint Partner’s national infrastructure to meet any challenge
Expertise, Reliability, and Accuracy
“We’ve had RSG as our 401(k) provider for many years. They’re great at keeping our plan and its requirements in order. We are confident we are compliant in all areas.”
Already a Client?
Log in to access our secure site for existing clients.
When accessing this private and secure portal, you’ll be able to:
Securely download and upload files.
Access the year-end census packet to complete. RSG uses this information to complete year-end administration. Note that the two main files are the employee census (a spreadsheet template that is partially pre-populated for you to complete) and a questionnaire.
Access additional information, including Documents and Forms (housing any other files required for retrieval on an as-needed basis).