Retirement Strategies Group

What Retirement Strategies Group does

Retirement Strategies Group (RSG) is a New Orleans-based third-party administrator (TPA) of tax-qualified retirement plans serving small and mid-sized employers and sole proprietors, primarily in the Louisiana market. The firm administers 800+ plans spanning 401(k) (Traditional, Roth, Safe Harbor), Profit Sharing, 457, Defined Benefit and Cash Balance, and 403(b) plan types, with approximately $2 billion in Assets Under Administration and 32,000+ plan participants. Its core product is full-service plan administration including annual testing, government filings, notices, contributions, and reporting, supplemented by customized plan design and consulting for tax optimization, fiduciary compliance, and employee retention. RSG also distributes Strongpay, an integrated payroll and HR platform from its parent Strongpoint Partners, enabling bundled payroll-administration cross-sell for SMBs with 1–1,000 employees.

The underlying technology stack is largely inherited from Strongpoint Partners' national retirement services platform, including Strongpay's payroll system that runs hundreds of automated daily anomaly and compliance checks. RSG's own property is the participant-facing self-service portal at accountplanaccess.com, supporting balance inquiries, transfers, investment changes, and plan document access. Distribution combines a direct sales motion targeting SMB employers and professional sole proprietors (dentists, lawyers, doctors) in the New Orleans region with a Trusted Advisor channel built on partnerships with recordkeepers, accountants, CPAs, attorneys, and financial advisors who refer or co-serve shared clients.

Revenue is generated through recurring subscription-style administration fees per plan, professional services fees for plan design and consulting, and payroll processing fees from Strongpay. RSG reports average client tenure of 7–9.5 years and design specialist tenure of 16–35+ years, indicating high customer stickiness tied to the regulatory and switching complexity of qualified plan administration. The firm became a Strongpoint Partner in December 2022, and co-founder Bob Guidry retired that year with Toni Superneau (joined 2001) promoted to President; Stephanie Bowles transitioned into a newly created Manager of New Business Operations role in May 2025, signaling a focus on new-client onboarding capacity.

Name

Retirement Strategies Group

Legal name

Retirement Strategies Group

Website

https://rsgweb.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Retirement Strategies Group is a New Orleans-based third-party administrator of tax-qualified retirement plans for small and mid-sized employers and sole proprietors, administering 401(k), 403(b), 457, defined benefit, and cash balance plans, and distributing payroll services through its parent Strongpoint Partners.

Ownership category

akta.pro rank

Product category

Retirement Plan Administration

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

akta.pro secondary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Retirement plan administration
• Third-party administration
• 401(k) plan design
• Defined benefit plans
• Integrated payroll services

Headquarters

HQ city

New Orleans

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Retirement Plan Administration Services: Fees for third-party administration of retirement plans including 401(k), Profit Sharing, Defined Benefit, Cash Balance, 457, and 403(b) plans. Services include annual plan administration, compliance testing, government filings, and reporting.
2. Payroll Processing Services: Payroll processing integrated with retirement plan administration, powered by Strongpay platform, targeting small to mid-sized businesses with 1-1,000 employees. Revenue derived from payroll service fees.
3. Plan Design and Consulting Services: Customized plan design, implementation, and ongoing consulting services for retirement plans tailored to employer and employee needs.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Retirement Strategies Group provides third-party administration (TPA) of tax-qualified retirement plans for small and mid-sized businesses, sole proprietors, and trusted advisors. Core services include plan design and implementation, compliance testing, annual Form 5500 preparation, document drafting, and integrated payroll services through the Strongpay platform, serving approximately 800+ plans with roughly $2 billion in retirement assets under administration.

Product overview

Retirement Strategies Group (RSG) is a retirement plan administration firm offering a comprehensive suite of tax-qualified retirement plan solutions for small to mid-sized businesses. The company's product portfolio centers on plan design, administration, and compliance services across multiple plan types including 401(k) (Traditional, Roth, Safe Harbor), Profit Sharing, 457 Plans, Defined Benefit & Cash Balance Plans, and 403(b) Plans. RSG also provides Recordkeeping Services for maintaining accurate plan data and administration. The offering is complemented by Strongpay Payroll Services—an integrated payroll and retirement solution that connects payroll processing with retirement plan administration for enhanced efficiency and compliance. RSG operates as a local New Orleans firm backed by the national resources of Strongpoint Partners, its parent company.

Differentiator

Problem solved

Functional benefit

Products and services

• 401(k) Plan Solutions Third-party administration of qualified 401(k) plans for small and mid-sized employers, including plan design, compliance testing, annual Form 5500 preparation, and ongoing participant services.
• Profit Sharing Plans Design, setup, and ongoing administration of employer-sponsored profit sharing plans, integrated with payroll and compliance testing.
• 457 Plans Third-party administration of 457(b) eligible deferred compensation plans for governmental and tax-exempt employers.
• Defined Benefit & Cash Balance Plans Design, annual valuation, and ongoing administration of defined benefit and cash balance plans, including PBGC filings and required actuarial coordination.
• 403(b) Plans Third-party administration of 403(b) plans for public schools, hospitals, and tax-exempt employers, including plan design, compliance testing, and Form 5500 preparation.
• Recordkeeping Services Back-office recordkeeping for retirement plans, including participant accounts, contribution processing, and transaction history maintenance, delivered in coordination with partner recordkeepers.
• Strongpay Payroll Services Integrated payroll and HR technology services delivered through the Strongpay platform (a Strongpoint Partners solution), sold and serviced to RSG clients as a bundled offering with plan administration.
• Plan Design and Consulting Services Customized retirement plan design, plan document drafting, and ongoing consulting for employers, sole proprietors, and trusted advisor partners. Includes 235+ new plan designs per year on average.

Quantifiable outcome

• 800+ plans administered; 235 new plan designs per year
• +3 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Strongpoint PartnersflagshipStrategic or Co-development Partner · 1 December 2022RSG joined Strongpoint Partners in December 2022 as a proud partner. Strongpoint Partners is a tech-enabled retirement services platform providing third-party retirement administration, recordkeeping, and integrated payroll and HR technology solutions for small and medium-sized businesses. RSG benefits from national infrastructure and resources while maintaining local New Orleans expertise.

Scale indicators11 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• ADP Retirement Services: Bundles retirement plan administration with ADP's payroll and HR platform for SMB and mid-market employers. Closely comparable to RSG's bundled Strongpay + retirement offering in customer segment and product integration.
• Paychex Retirement Services: Paychex provides 401(k) recordkeeping and administration tightly integrated with its payroll platform, targeting small and mid-sized businesses. Directly comparable to RSG/Strongpay in the SMB payroll-retirement bundle.
• Empower Retirement: One of the largest U.S. retirement plan recordkeepers and TPAs serving employers of all sizes including SMBs. Comparable as a retirement plan administration competitor but at far greater scale and breadth than RSG.
• Schwab Retirement Plan Services: Charles Schwab's retirement plan services arm administers 401(k) and other employer-sponsored plans. Comparable in core retirement plan administration functionality though broader and more digital-led than RSG.
• John Hancock Retirement: Provides retirement plan administration, recordkeeping, and plan design services across 401(k), defined benefit, and other tax-qualified plans. Overlaps with RSG in plan types served and SMB/mid-market focus.
• Principal Financial Group: Large retirement plan services provider offering plan design, administration, and recordkeeping across 401(k), defined benefit, and other tax-qualified plans. Overlaps with RSG's product suite but at much larger scale.
• Vanguard Retirement Plan Services: Vanguard administers retirement plans for small to large plan sponsors with a low-cost, index-oriented proposition. Competes with RSG on plan administration pricing and scale for 401(k) plans.
• Fidelity Workplace Services: Fidelity's workplace retirement business administers 401(k) and other defined contribution plans for employers including small businesses. Directly competes with RSG for SMB plan administration and recordkeeping.

Direct peers

• Cammack Retirement Group: Independent retirement plan consulting and TPA firm serving small to mid-sized employers with plan design, administration, and compliance services. Closely comparable to RSG in service mix, customer profile, and revenue model.
• Strongpoint Partners (other partner firms): Strongpoint Partners' network of regional retirement plan administration partner firms operating under a shared tech and service platform. RSG's sister partner firms offer the same TPA services under similar local-brand-plus-national-infrastructure model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/retirement-strategies-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Retirement Strategies Group