Teresa B.
Plan Specialist | QKA
Teresa joined the RMS team in June 2023, bringing a unique blend of experience from both the financial and educational sector. After working nine years in education, she returned to retirement services, where she previously served as a plan specialist and daily processor. She holds a degree in Elementary Education from Indiana Wesleyan University and a Bachelor’s degree in Business Administration from Indiana University Southeast. She is an active member of the American Society of Pension Professionals and Actuaries and has earned her Qualified 401(k) Administrator credentials. Her current focus centers on defined contribution plans and compliance testing.Teresa is a resident of Indiana with her husband and children. Outside of work, she enjoys reading, traveling, and spending quality time with her family and friends.
Certifications & Credentials
As part of her continued professional development, Teresa has pursued training and credentials relevant to her work in retirement plan services.
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QKA — Qualified 401(k) Administrator
ASPPA, 2025
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Committees/Offices
RMS Training 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.
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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.