Andrea B.
Account Executive | QPA, QKA
Andrea joined RMS in December, 2007 and became an Account Executive in 2012. She is a graduate of Missouri Western State University with a Bachelor of Science in Business Administration with an emphasis in Finance. Andrea is a Qualified 401(k) Administrator, Qualified Pension Administrator and holds the Employee Stock Ownership Plan Administration certificate through ASPPA. She is a member of the ESOP Association, the National Center for Employee Ownership, and the American Society of Pension Professionals & Actuaries. She devotes most of her time to consulting and administration on ESOPs, defined contribution plans and cash balance plans.
Certifications & Credentials
Through industry-recognized certifications and ongoing education, Andrea continues to strengthen her expertise in retirement plan administration and consulting.
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QKA — Qualified 401(k) Administrator
ASPPA
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QPA — Qualified Pension Administrator
ASPPA
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ESOP Certification
ASPPA
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Professional Memberships
NCEO National Center for Employee Ownership, ASPPA American Society of Pension Professionals & Actuaries, ESOP Association
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Committees/Offices
RMS Leadership Committee - Active Member
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.