Allison C. earned her Qualified 401(k) Administrator (QKA) designation
Allison C. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
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Perspectives, regulatory updates, and practical insights on retirement plans, ESOPs, compliance, and fiduciary responsibility — written by the professionals who manage them every day.
Amber Lloyd will be presenting at the Thoroughbred Conference
Amber Lloyd, Owner and Managing Member at RMS, will be presenting at the OH/KY Chapter – 2024 Thoroughbred Conference on July 31, 2024.
RMS hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch
Retirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.
Amber Lloyd will be presenting on an ESOP Sustainability webinar
Amber Lloyd, Owner and Managing Member at RMS, will be presenting on a joint ESOP Sustainability webinar on January 17, 2024.
RMS welcomes Allison C. and Mikaela A.
New team members for 2023.
Ryan S. and Michael Z. earned their Qualified 401(k) Administrator (QKA) designation
Ryan S. and Michael Z. recently earned their Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Ryan S. Passes QKA-1 Exam
Plan Specialist Ryan S. passes QKA-1 Exam
Amber Lloyd, Panelist: FPA MidSouth Financial Planning Conference
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference
RMS Welcomes New Team Members
New team members for 2022.
Diana L. and Greg G. promoted to Account Executive
Please join us in congratulating our two new Account Executives!