Retirement Management Services Rms
Retirement Management Services is a nationally recognized, independent, fee-based consulting firm headquartered in Louisville, Kentucky. We provide design, administration and consulting services for many types of retirement plans, from Cash Balance plans to 401(k). We work with plan sponsors and financial advisors to ensure the retirement plan operates smoothly, while allowing flexibility in choosing investments and recordkeepers. We are approved by many national vendors and our client base is throughout the United States. Our clients range in size from one participant plans to companies with over employees and they operate in a variety of industries.*Our highly trained staff and superior customer service has been the basis for our success for over 20 years.* All of our clients are serviced by a dedicated retirement plan service team that provides excellent service to the client and the financial advisor.* Our pension consultants answer technical questions, monitor the retirement plan, make recommendations based on the company’s needs and present alternatives when tax laws change or company demographics shift.* We offer a customized, Volume Submitter document. As an industry-leading retirement plan administration firm, RMS assists plan advisors and plan sponsors in meeting their unique plan design goals. Give us a call at 502-429-0767 if we can assist you with your retirement plan needs.
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Verified contacts
16
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- SM
Susan Macy
New Business Consultant · Sales & Business Development
EmailPhone - JM
Jessica Mobley
Retirement Plan Specialist · Finance & Accounting
EmailPhone - SF
Sherry Frazier
Retirement Plan Specialist · Finance & Accounting
EmailPhone - AL
Amber Lloyd
Retirement Management Services (Rms) · Other
EmailPhone - BB
Becky Barnett
Retirement Management Services (Rms) · Other
EmailPhone - DL
Diana L.
Retirement Management Services (Rms) · Other
EmailPhone - AB
Allison Bohn
Senior Plan Specialist · Operations
EmailPhone - LG
Leisha Gosling
New Business Consultant · Sales & Business Development
EmailPhone - AL
Aaron Lloyd
CFO · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Retirement Management Services Rms
7 distinct titles indexed · top 7 shown.
- 7retirement management services (rms)
- 2new business consultant
- 2retirement plan specialist
- 1administrative assistant
- 1cfo
- 1property manager
- 1senior plan specialist
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