Sherry N. earns QKA designation
We are excited to announce that Sherry recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of…
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RMS 2018 Client Education Conference
We had a terrific turnout for our annual Client Education Conference. We appreciate all the plan representatives who took time…
RMS 2018 Financial Advisor and CPA Workshop
RMS held our 9th consecutive FA & CPA Seminar
Amber Lloyd to present at 2nd Annual Thoroughbred ESOP Conference
RMS will be a sponsor at the 2nd Annual Thoroughbred ESOP Conference on Thursday, August 9th. Amber Lloyd, RMS Managing…
Amber Lloyd and Andrea B. at the 2018 Employee Ownership Conference
RMS Owner and Managing Member Amber Lloyd presented with Jim Martin of Stoll Keenon Ogden PLLC and Wayne Fjeld of…
Amber Lloyd to present at 2018 NCEO Employee Ownership Conference
RMS will be a sponsor at the 2018 NCEO Conference and Amber Lloyd, RMS Managing Member, will be presenting.
Greg G. earns the Employee Stock Ownership Plan (ESOP) Administration Certificate
Greg recently earned the Employee Stock Ownership Plan (ESOP) Administration Certificate. This certificate is awarded through ASPPA – the American…
Sharon H. promoted to Senior Plan Specialist II
We are excited to announce that Sharon was recently promoted to Senior Plan Specialist II. Sharon has been with the…
RMS Star Wars Movie Night
The RMS team went to see Star Wars: The Last Jedi
Caitlyn H. earns QKA designation
We are excited to announce that Caitlyn recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of…