RMS hosts our Client Appreciation Breakfast Workshop
Today we hosted our second Client Appreciation Breakfast Workshop!
Latest Articles
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 interviewed for Leader’s Edge publication
Opportunities abound in the retirement plan advisor space. Amber Lloyd discusses the challenges -and benefits- for advisors who want to…
Greg G. earns QKA designation, promotion
We are excited to announce that Greg recently earned his Qualified 401(k) Administrator (QKA) designation from the American Society of…
RMS Recognized as KyCPA 100% Champion
RMS has once again been recognized as a KyCPA 100% Champion for the 2016-2017 membership year. Each RMS associate with…
RMS at Breakout Louisville
Employees of RMS recently participated in two team-building activities at Breakout Louisville. Working together, we investigated organized crime at the…
New Business Development roles at RMS
Anne K. and Judith R. RMS has consolidated the “Marketing” and “Plan Conversion” departments into one service under “New…
RMS will be Sponsor for Tri-State ESOP Conference in June
RMS will be a sponsor of the 14th Annual Tri-State ESOP Conference on Thursday, June 18. Amber Lloyd will be…
Sharon H. earns QKA designation and is promoted
Sharon was recently promoted to Senior Plan Specialist I, in recognition of her hard work and commitment to excellence at…
Amber Lloyd to speak at upcoming KY CPA Society Employee Benefits Conference
Amber Lloyd will be speaking at the KY CPA Society Employee Benefits Conference on May 13th. Her session will be…
RMS to attend NCEO Annual Conference in Denver
Amber Lloyd and Andrea B. will be attending the 2015 National Center for Employee Ownership (NCEO) Conference in Denver at…