Margaret W.
Senior Plan Specialist II | QKA
Margaret joined RMS as a Plan Specialist in November, 2002 and became a Senior Plan Specialist II in 2012. She has three years of payroll experience, six years of experience working in benefits administration and over twenty years of retirement plan administration experience. Margaret received her Bachelor of Science in Accounting from Western Kentucky University and a designation of Qualified 401(k) Administrator from the American Society of Pension Professionals & Actuaries. Margaret allocates her time to defined contribution plan administration and compliance testing. She also works on ESOPs, 403(b)s and Cash Balance plans.
Certifications & Credentials
As part of their continued professional development, Margaret has pursued training and credentials relevant to their work in retirement plan services.
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QKA — Qualified Pension Administrator
ASPPA, 2011
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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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.