Diana L.
Account Executive | QKA
Diana joined RMS in 2010 and became an Account Executive in 2021. She is a graduate of the University of Louisville with a Bachelor of Arts in Music. After nearly ten years as an on-air host for WUOL, Louisville’s classical music radio station, she completed her business and accounting studies at the University of Louisville. Diana worked for four years in public accounting, where her duties included employee benefit plan audits. She is currently head of the training committee and oversees her team’s administration and compliance testing work for defined contribution plans, including 403(b) plans and ESOPs. She enjoys spending time with her family, and in her free time she works on her garden and other creative pursuits.
Certifications & Credentials
Diana maintains professional credentials that supports her role and demonstrate a commitment to staying current within the retirement plan industry.
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QKA — Qualified 401(k) Administrator
ASPPA, 2013
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Committees/Offices
Head of the RMS Training Committee
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.
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Cash Balance Pension Plans
Combine the power of a pension with the familiarity of a 401(k) — and save for retirement far beyond standard contribution limits.