Kentucky Society of Certified Public Accountants Expo
RMS will be an exhibitor at this year’s event.
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.
Financial Planning Association of Kentuckiana Annual Symposium
RMS is a sponsor and exhibitor at this event.
MassMutual TPA Conference
Amber Lloyd will be attending this conference in California.
What’s on the Horizon For Defined Contribution Plans
Amber Lloyd spoke at the retirement plans subcouncil meeting of the Louisville Employee Benefits Council. Her topic was “Defined Contribution Plans: What’s New and What’s on the Horizon.”
ESOP Feasibility
Chuck Lynch was a speaker at the Louisville Estate Planning Council. His topic was “ESOP Feasibility Studies.”
RMS Launches New Website
Welcome to the new ConsultRMS.com!
2013 CPA Seminar
Retirement Management Services will present our annual CPA Seminar on November 14th, 2013.
Recent Promotions at RMS
Several of our associates were recently promoted.
Andrea B. awarded ERPA designation
Andrea B. recently completed all requirements to become an Enrolled Retirement Plan Agent.
American Funds TPA Business Leaders Forum
Amber Lloyd attended the conference this year in Newport Beach, California.