Leadership
A team of experienced professionals who believe great retirement plan service starts with great relationships.
Owner-operators and industry specialists who’ve built their careers in risk — not rotated through it.
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Jeannette S.
Senior Plan Specialist I & Office Manager
Jeannette, a Senior Plan Specialist I, has been with RMS since the business started in September, 1997. She is a...
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Margaret W., QKA
Senior Plan Specialist II
Margaret joined RMS as a Plan Specialist in November, 2002 and became a Senior Plan Specialist II in 2012. She...
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Ryan S., QKA
Plan Specialist
Ryan joined RMS in June, 2021. He graduated from Eastern Kentucky University with a Bachelor of Business Administration in Finance...
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Sherry F., QKA
Plan Specialist
Sherry joined RMS in December 2021. She graduated from University of Louisville with a Bachelor of Arts in Psychology. Sherry...
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Allison C., QKA
Plan Specialist
Allison joined RMS in January 2023. She graduated from the University of Louisville with a Bachelor’s degree in Justice Administration...
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Susan B., MBA, QKA
Senior Plan Specialist
Susan joined RMS in September of 2023 as a Senior Plan Specialist. She is a graduate of Husson University, Portland...
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Teresa B., QKA
Plan Specialist
Teresa joined the RMS team in June 2023, bringing a unique blend of experience from both the financial and educational...
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Erin B., QKA
Plan Specialist
Erin joined RMS in August 2023. She graduated from the University of Wisconsin – Madison with a Bachelor of Science...
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Allie B., MBA, MENG, QKA
Plan Specialist
Allie joined RMS in June 2024. She graduated from University of Louisville with a Masters in Industrial Engineering and from...
Have Questions? Connect With Our Team.
The RMS team is ready to help you evaluate your plan's design, explore new strategies, and ensure you're meeting all regulatory requirements.