---
title: 'Retirement Plan Recordkeeping Associate, (RSG) at Strongpoint Partners'
canonical: 'https://feeny.ai/job/retirement-plan-recordkeeping-associate-rsg-strongpoint-partners-new-orleans-6ba3dgpzd194'
type: 'job'
last_seen: '2026-09-09'
---

# Retirement Plan Recordkeeping Associate, (RSG) at Strongpoint Partners

- **Company:** Strongpoint Partners
- **Location:** New Orleans, LA
- **Posted:** 2026-09-02
- **Last confirmed live:** 2026-09-09
- **Apply:** https://job-boards.greenhouse.io/strongpointpartners/jobs/5414034008

## Job description

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: [www.strongpointpartners.com](https://www.strongpointpartners.com/).

About Retirement Strategies Group, (RSG):

Based in New Orleans, Louisiana, Retirement Strategies Group (RSG) is a TPA that provides 401(k) plan administration and recordkeeping services to small- and mid-sized businesses. RSG services 600+ 401(k), Profit Sharing, Cash Balance, and Traditional DB plans. From design and implementation to communication and ongoing administration, RSG helps clients achieve maximum results from their plans. RSG is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary:

Retirement Strategies Group (RSG), a Strongpoint Partner, is seeking a Retirement Plan Recordkeeping Associate to join and support our Plan Accounting department. This entry-level position plays a critical role in ensuring retirement plan transactions are processed accurately, timely, and in accordance with established procedures.

In this role, you will assist with processing and reviewing plan contributions, distributions, enrollment forms, fees, and participant requests, while also supporting the participant call center. You will perform daily cash and fund reconciliations, complete trade processing, and help resolve discrepancies. This position blends detailed data analysis with ongoing communication, making it an excellent opportunity for an organized, detail-oriented multitasker who is interested in building a career in operations or financial services.

PLEASE NOTE: This role is an in-person opportunity based out of the RSG office in New Orleans, LA; fully in-person work will be required for ~6 months with potential to shift to a hybrid schedule after training is complete. RSG operates on a “flex schedule” model which allows employees some flexibility regarding their specific work hours.

Key Responsibilities:

- Process retirement plan contributions and distributions in accordance with plan requirements
- Manage enrollment forms and participant materials, ensuring completeness and accuracy
- Process applicable fees and maintain proper documentation
- Perform daily cash and fund reconciliations to ensure accuracy of transactions
- Complete daily trade processing activities in a timely manner
- Utilize vendor platforms to review vesting, process distributions, and manage data uploads
- Respond to participant inquiries and provide support to resolve issues or questions
- Sort, scan, and organize incoming mail and assign statements appropriately
- Maintain accurate records and documentation related to plan administration activities
- Identify discrepancies or issues and collaborate with internal teams to resolve them
- Support cross-functional teams, including operations and client service, to ensure smooth plan administration
- Other duties as assigned

Minimum Qualifications:

- Bachelor’s degree or equivalent work experience
- Strong attention to detail and ability to manage data accurately across multiple systems
- Excellent organizational and time management skills, with the ability to manage multiple onboarding projects simultaneously
- Strong written and verbal communication skills, including the ability to interact professionally with clients
- Comfortable working in a process-driven environment with structured workflows
- Proficiency in Microsoft Office (particularly Excel) and experience working with internal systems or workflow platforms
- Ability to work collaboratively with cross-functional teams

Preferred Qualifications:

- Experience working with retirement plans, benefits administration, or financial services
- Experience in professional services or operations support environment
- Comfort with technology and ability to learn new systems quickly

Our Value-Driven Employee Experience:

- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.

## About Strongpoint Partners

## Company Overview
- **One-liner**: Strongpoint Partners provides a tech-enabled retirement, payroll, and HR platform for small- to medium-sized businesses, combining local service with national infrastructure.
- **Entity Type**: Private (fastest-growing private company on Inc. 5000)
- **Headquarters**: Chicago, IL, USA
- **Founded**: 2022 (the Strongpoint Partners entity was launched; predecessor firms have over 40 years of history)
- **Founders**: Not publicly disclosed (the company describes itself as “built by founders for founders” and is led by a team of industry veterans)

## Core Business
- **Primary industry**: Retirement plan third-party administration (TPA), payroll, and HR services
- **Target customers**: Small- to medium-sized businesses (SMBs), B2B
- **Mission**: “Making retirement work for everyone.”

## Products & Services
- **Retirement Plan Administration**: Defined Benefit, Defined Contribution, Cash Balance, and ESOP plan design, administration, fiduciary oversight, and compliance reporting.
- **Recordkeeping**: Enterprise-level data validation and customized workflows for retirement plans.
- **Payroll (Strongpay)**: Integrated payroll platform that complements TPA services, processing billions in payroll dollars annually.
- **HRIS**: Retirement-integrated HR solutions with concierge service and data validation.
- **Consulting & Actuarial Services**: Specialty consulting for complex plan structures, including cash balance plans and ESOPs.

All offerings are delivered through a tech-enhanced service model with local client success teams.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metrics**:
  - Plan Assets Under Administration: **$54B+**
  - Total Plans Administered: **32,000+**
  - Retirement Plan Participants Supported: **600,000+**
  - Employees: **408 U.S.-based** (as of April 2025)
- **Notable Investors/Partners**: Not publicly listed (the company grows through acquisitions and partnerships with independent TPA firms)
- **Growth Signals**:
  - Recognized on the Inc. 5000 list of America’s fastest-growing private companies in **2025 and 2026** (two consecutive years)
  - Rapid expansion via acquisitions: 15+ firms joined between 2022 and 2026 (e.g., Pension Consultants, Actuaries Unlimited, CRP, Benefit Equity, and many more)
  - Assets under administration grew from $6B (2024) to $54B+
  - Headcount more than doubled from ~200 (2024) to 408 (2025)

## Competitive Advantages
- **National network, local service**: A partnership of independent TPAs covering 42+ states, offering personalized service with the resources of a national platform.
- **Deep expertise**: Average 35+ years of plan design experience among founders; average client tenure of ~9.5 years.
- **High customer satisfaction**: Net Promoter Score (NPS) of 81 across the affiliate network.
- **Integrated solution**: Combines retirement administration, recordkeeping, payroll, and HR in one platform, reducing compliance risk for clients.
- **Scale and compliance**: 100M+ payroll data checks run annually, ensuring accuracy and regulatory compliance.

## Strategic Focus
- Continue building the nation’s most trusted, knowledgeable, and customer-centric retirement and payroll platform for SMBs.
- Expand the national network through acquisitions and new partner firms.
- Deepen integration between retirement, payroll, and HR solutions to deliver a seamless experience.
- Maintain a culture of continuous improvement and service leadership.

## Why Work Here
- **Great Place to Work Certified** (2025): 92% of employees say it’s a great place to work (vs. 57% at a typical U.S. company); 97% feel welcomed when joining.
- **Award**: Ranked **#40 on Fortune Best Workplaces in Financial Services & Insurance™ 2025** (Small and Medium category).
- **Culture & Values**: Emphasis on collaboration, integrity, customer obsession, and continuous improvement. Values include “Stronger Together,” “Do Right Things, Do Things Right,” and “Own the Outcome.”
- **Benefits**: Flexible Time Off program, robust training and development, and a focus on well-being.
- **Work Model**: Not explicitly disclosed; HQ in Chicago with a national remote workforce (likely hybrid/remote options based on distributed team).
- **Growth Opportunities**: Rapidly growing company (Inc. 5000) with frequent acquisitions, offering career advancement in retirement, payroll, and HR domains.

## Sources
1. [strongpointpartners.com](https://www.strongpointpartners.com/)
2. [strongpointpartners.com/life-at-strongpoint](https://www.strongpointpartners.com/life-at-strongpoint)
3. [strongpointpartners.com/our-story](https://www.strongpointpartners.com/our-story)
4. [greatplacetowork.com](https://www.greatplacetowork.com/certified-company/7080453)
5. [linkedin.com/company/strongpointpartners](https://www.linkedin.com/company/strongpointpartners)

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