Becky B.
Account Executive | QPA, QKA
Becky joined RMS as an Account Executive in January, 2024. She is a member of the Louisville Employee Benefits Council, the American Society of Pension Professionals & Actuaries and has earned the Qualified Pension Administrator and Qualified 401(k) Administrator designations. Becky has over 23 years of experience working with the various aspects of defined contribution plans, including plan design, consulting, compliance testing plan administration and plan audits for plans of all sizes. Prior to working with retirement plans, Becky worked in the investment industry. Duties included reconciling investment statements, working on the stock trading desk and performance calculations. Becky lives in Taylorsville with her husband and enjoys spending as much time as possible with her family, including her grandson and three granddaughters.
Certifications & Credentials
Becky maintains professional credentials that support her role and demonstrate a commitment to staying current within the retirement plan industry.
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QPA — Qualified Pension Administrator
2011
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QKA — Qualified 401(k) Administrator
2011
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Committees/Offices
RMS Team Relation 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.