New Orleans' Leading Retirement Consulting Firm
Our Mission
Making retirement work for everyone.
We are a client-focused retirement consulting firm, proudly serving the New Orleans small business community for more than 25 years. With 22 Louisiana-based professionals, including retirement Consultants and Administrators, we have built our reputation on delivering unmatched service and deep expertise to our clients, including Sole Proprietors and Employers.
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
16
Avg. Years of Design Specialist Tenure
Backed by Strongpoint Partner’s national infrastructure to meet any challenge
Expertise, Reliability, and Accuracy
Customized strategies to meet your unique retirement needs.
We understand that your company has different priorities. Employers may aim to attract, retain, and reward top talent, while employees strive to retire on time. Your Human Resources team may be most concerned with fiduciary oversight and compliance with DOL and IRS regulations. At RSG, your goals shape our solutions. You can count on us for expert guidance, allowing you to focus on growing your business. Learn More
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
For Our Partners
Recordkeepers and Financial Advisors are our valued partners.
When advisors, recordkeepers, and third-party administrators align around shared values like transparency, accuracy, and client-first service, they can solve any retirement challenge. We take pride in collaborating directly with both the client and their advisory team. We are most effective when we’re brought in early to address complex technical questions and design a plan tailored to the client’s specific needs. Let's explore how we can partner with you to enhance client success, client service, and long-term client satisfaction.
