Our unique resources help you navigate the retirement planning process every step of the way.

Learn More


We help select, customize, and implement the best pension plan for you.

Learn more


We are passionate about building relationships and providing exceptional customer service.

Learn More


Count on RSI's knowledge and expertise to help you design a retirement plan that meets your needs now and into the future.


RSI navigates the process with you, ensuring your retirement plan is properly implemented and ready for the future.


With RSI as your partner, you can be confident your plan will be compliant, efficient and effective.

A Boutique Approach To
Retirement Plans


At Retirement Strategies Incorporated (RSI), we bring our experience, our commitment to quality, and our character to every client relationship.


Since 1997, we’ve been delivering institutional quality service with personal attention — a true “boutique” experience we think you'll appreciate.


RSI as Your ERISA Consultant

The Employee Retirement Income Security Act (ERISA) regulates private-industry qualified retirement plans. With RSI as your consultant and with our thorough understanding of federal regulations, you’ll always be in compliance. We offer:

  • Payroll contribution integration
  • Complete disbursement processing
  • Complex compliance design and testing
  • Preparation of forms 5500,1099-R,1096 and 945
  • Defined benefit document preparation and maintenance
  • RSI multiple-employer plan solution
  • Hands-on transition services


RSI Third Party Administration and Consulting Services


When we serve you in these roles, we will:

  • Provide boutique-style customer service
  • Analyze plan design and recommend updates to maximize efficiency and profitability
  • Serve as an extension of the client’s human resource department
  • Provide payroll integration support and submission of participant contributions/census information
  • Research the effects of regulatory nuances and ensure the plan operates within statutes
  • Hold a Level II SOC 1, providing assurance of operational excellence


RSI is passionate about building relationships with our clients through exceptional customer service.


That's more than words. A relationship with RSI is different:

  • We are proactive in all facets of managing your plan; we head off problems often before you see them.
  • We have invested in the RSI Team to provide the experience level and depth of staff to answer your questions typically on the first call.
  • We perform an annual plan physical to evaluate your current plan design against your needs ensuring your plan is always working best for you and your employees.
  • We work with your financial advisor to ensure the fund line-up in your plan is producing the right results for your participants.
  • We have the depth of resources and financial strength to deliver industry leading services like the big firms, but as a boutique firm, we're nimble and uniquely positioned to quickly respond to industry changes, trends and advancements to meet your evolving needs.
  • We take the time to listen – to your needs, your concerns, your ideas – because we respect our relationships and we care.







Since 1997, we’ve been delivering institutional quality service with personal attention — a true “boutique” experience we think you’ll appreciate.

Get in Touch

RSI Mission

RSI is dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security.


We are committed to providing services to our clients in a timely, accurate, secure and cost-effective manner.


RSI Vision

To provide meaningful employment in our community and to provide guarantees to our clients and to their employees that their plans will be clearly understood and properly maintained.

Certified for Best Practices

RSI is proud to be recognized for achieving the ASPPA Standard of Practice Certification by the Centre for Fiduciary Excellence. This important designation for retirement plan administrators demonstrates our adherence to the best administration practices in the industry.

The Standard includes best practices for governance, organization, human resources, operations, planning, systems, and disclosure, as defined by a cross-industry task force established in 2007. RSI is among few organizations in the country that has earned this distinction. Most importantly, it underscores our commitment to excellence in supporting our clients and partners.

View RSI's CEFEX certificates here.

Contact RSI

229 Fury's Ferry Road
Suite 131
Augusta, Georgia 30907
(706) 868-1538

© 2020 Retirement Strategies Inc.       |     Team      |  website by GSM Marketing