Allison C.
Plan Specialist | QKA
Allison joined RMS in January 2023. She graduated from the University of Louisville with a Bachelor’s degree in Justice Administration in 2003 and a Master’s degree in Special Education in 2009. She earned her Qualified 401(k) Administrator designation from the American Society of Pension Professionals & Actuaries in 2024 and spends her time focusing on defined contribution plans and compliance testing. She lives in Louisville with her husband and daughter and enjoys hiking, reading, and watching her daughter play soccer.
Certifications & Credentials
Allison brings role-specific training and professional development to her work, supporting RMS’s commitment to knowledgeable, dependable service.
-
QKA — Qualified 401(k) Administrator
ASPPA, 2024
-
Committees/Offices
RMS Operations Committee - Active Member
Areas of Expertise
Core competencies and consulting specializations
-
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.
-
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.