2013 Financial Advisor Seminar
Retirement Management Services presented our annual Financial Advisor Seminar on September 19, 2013.
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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.
Exhibitor at Women Leaders in Insurance and Financial Services Conference
Amber Lloyd and Annemarie K. attended the conference this year.
Lexington Clinic Foundation Golf Tournament
RMS was a Practice Green Sponsor at the 9th annual event.
Tri-State ESOP Conference
Chuck Lynch spoke as part of a panel that discussed “Structuring and Financing an ESOP.” Several RMS associates attended the event.
GLI Inc.credible Awards Luncheon
Several Partners and Account Executives from RMS attended the Greater Louisville Inc Inc.credible Awards Luncheon.
2013 Greater Louisville Inc. “Inc.credible Small Business of the Year Award”
RMS has been nominated for the 2013 Greater Louisville Inc. “Inc.credible Small Business of the Year Award!”
Creative Plan Design
Our Managing Partner, Amber Lloyd, spoke about “Creative Plan Design” at a Merrill Lynch Lunch & Learn sponsored by Patrick Strehl and Chris Hibbard.
ESOP Feasibility
Chuck Lynch was part of a panel which spoke about “ESOP Feasibility” at the Kentucky Society of CPA’s Employee Benefits Plans Conference in May of 2013.
RMS Ranks #1 for Third Party Administrator Services
For the second year in a row, Retirement Management Services, LLC received the number one rating for Third Party Administrator (TPA) services in a survey of TPA firms across the country.
Current Trends and Topics in Retirement Plans
Our Managing Partner, Amber Lloyd, spoke at a joint advisor seminar with ING and Legg Mason in February 2013.