Erin B.
Plan Specialist | QKA
Erin joined RMS in August 2023. She graduated from the University of Wisconsin – Madison with a Bachelor of Science Degree in Zoology. Previously, Erin worked in the education field, both in the classroom and in administration. Erin spends her time at RMS focusing on defined contribution plans and compliance testing. Some of her hobbies include activities with her daughter and dog, playing cards, watching live music, and spending time with friends.
Certifications & Credentials
Professional education is an important part of Erin's continued growth and expertise within her role at RMS.
-
QKA — Qualified 401(k) Administrator
ASPPA, 2025
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.
-
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.
-
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.