Our Story

Retirement Strategies Group (RSG) is a third party administrator of qualified retirement plans. For more than two decades, our associates have excelled at offering customized and effective retirement planning solutions.

From design and implementation to communication and ongoing administration, RSG is committed to helping retirement plans achieve maximum results.

Retirement Strategies Group (RSG) is a third party administrator of qualified retirement plans. For more than two decades, our associates have excelled at offering customized and effective retirement planning solutions.

From design and implementation to communication and ongoing administration, RSG is committed to helping retirement plans achieve maximum results.

We are…

We are…

Focused on the Future

Innovative

Dedicated to helping people achieve their retirement goals

Average Experience

Infographic: 16 years (senior staff and administrators), 25 years (principals), 13 years (average staff expereince)

Designations

Designations: 4 accredited pension administrators, 3 Accredited Pension Representatives, 1 Qualified pension administrator, 5 qualified 401k administrators, 2 enrolled retirement plan agents, and 1 SHRM certified professional

Designations

Designations: 4 accredited pension administrators, 3 Accredited Pension Representatives, 1 Qualified pension administrator, 5 qualified 401k administrators, 2 enrolled retirement plan agents, and 1 SHRM certified professional

Our Milestones

Milestones: Opened for business in 2000; exceeded 100 active plans in 2002; exceeded 200 active plans in 2004; expanded the office in 2005 and 2007; exceeded 300 active plans in 2008; plan assets grow to 500 million dollars in 2011; plan assets grow to 750 million dollars in 2013; plan assets grow to one billion dollars and the office expands into a new office in Mandeville in 2016; plan assets grow to 1.5 billion dollars in 2018

Our Milestones

Milestones: Opened for business in 2000; exceeded 100 active plans in 2002; exceeded 200 active plans in 2004; expanded the office in 2005 and 2007; exceeded 300 active plans in 2008; plan assets grow to 500 million dollars in 2011; plan assets grow to 750 million dollars in 2013; plan assets grow to one billion dollars and the office expands into a new office in Mandeville in 2016; plan assets grow to 1.5 billion dollars in 2018

More About RSG

The RSG Difference
RSG By the Numbers
Meet the Team
Strategic Partnerships