Allie B.
Plan Specialist | MBA, MENG, QKA
Allie joined RMS in June 2024. She graduated from University of Louisville with a Masters in Industrial Engineering and from Oklahoma State University with a Master’s degree in Business Administration. Allie is a member of the American Society of Pension Professionals & Actuaries and earned her Qualified 401(k) Administrator designation in 2025. At RMS Allie devotes most of her time to control group testing and compliance testing for defined contribution plans. Previously she spent six years working in planning & forecasting at The Walt Disney World Resort. In her free time she enjoys cooking, crochet, and playing board games with friends and family.
Certifications & Credentials
Allie’s professional credentials reflect a continued commitment to industry knowledge, best practices, and professional development.
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QKA — Qualified 401(k) Administrator
ASPPA, 2006
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Professional Memberships
ESOP Association, ASPPA
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Committees/Offices
ESOP Conference Speaker
Areas of Expertise
Core competencies and consulting specializations
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401(k)/403(b) & Defined Contribution Plans
Full-service plan design, administration, and compliance for companies of all sizes — with the responsive, high-touch service the big providers can't match.
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Employee Stock Ownership Plans (ESOP)
An Employee Stock Ownership Plan (ESOP) can offer business owners a way to transition ownership while preserving the future of their company and rewarding the employees who helped build it. RMS provides ESOP consulting, plan design, and ongoing administration to help businesses evaluate their options and manage the unique requirements of employee ownership.