Retirement Plan Recordkeeping Associate, (RSG)

Strongpoint Partners; New Orleans (LA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Flexible Workplace

Flexible PTO

Inclusive Culture

Career Growth

Benefits

Job summary

Retirement Strategies Group in New Orleans, LA, is seeking a Retirement Plan Recordkeeping Associate to join our Plan Accounting team. This entry-level role processes plan transactions and supports the participant call center, ensuring accuracy and timeliness.

You will perform reconciliations, processing, and data uploads, while collaborating with cross-functional teams. The position requires a Bachelor’s degree or equivalent and offers in-person training with a transition to hybrid work.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Strong attention to detail and data accuracy across multiple systems.
• Excellent organizational and time management skills for handling onboarding projects.
• Strong written and verbal communication with clients.
• Comfortable in a process-driven environment with structured workflows.
• Proficiency in Microsoft Office (Excel) and internal systems/workflow platforms.
• Ability to collaborate with cross-functional teams.

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
• 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

Skills

Bachelor's degree

Detail oriented

Time management

Communication skills

Process-driven

Excel proficiency

Collaboration

Education

Bachelor’s degree or equivalent

Tools

Excel

Internal systems

Job description

New Orleans, LA

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 .

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. RSGis 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.

Specific benefits and programs may vary by partner and position.