Jacob W.

Plan Specialist

Jacob joined RMS in May, 2026. He graduated from Western Kentucky University with a Bachelor degree in Finance and Accounting. Jacob spends his time at RMS focusing on defined contribution plans and compliance testing. Jacob enjoys hunting, being outdoors and watching sports.

Certifications & Credentials

Jacob continues to build upon his professional knowledge through practical experience, training, and ongoing development.

  • Committees/Offices

    RMS Team Relations Committee - Active Member

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The RMS team is ready to help you evaluate your plan's design, explore new strategies, and ensure you're meeting all regulatory requirements.