Kurt B.
Retirement Plan Specialist
Kurt joined RMS in June, 2024 as a Plan Specialist. He graduated from the University of Kentucky with a Bachelor of Science in Business Management. He spends his time focusing on defined contribution plans and compliance testing. Kurt enjoys being outdoors, watching sports, and spending time with his family and friends.
Certifications & Credentials
Kurt brings role-specific training and professional development to their work, supporting RMS’s commitment to knowledgeable, dependable service.
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RPF – Retirement Plan Fundamentals
ASPPA, 2024
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Committees/Offices
RMS Team Relations 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.