Jeannette S.
Senior Plan Specialist I & Office Manager
Jeannette, a Senior Plan Specialist I, has been with RMS since the business started in September, 1997. She is a graduate of the University of Louisville and has over 25 years of experience working with retirement plans, currently focusing on ESOPs. Jeannette splits her time at RMS between working on plans, assisting with ESOP training and managing the office, including billing and other administrative tasks which keep the office running smoothly.
Certifications & Credentials
With experience tailored to the responsibilities of their role, Jeannette contributes specialized skills and knowledge to the RMS team.
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Committees/Offices
RMS Operations Committee - Active Member
Areas of Expertise
Core competencies and consulting specializations
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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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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.