Retirement Management Services, LLC
Retirement Plan Consulting and Administrative Services
301 Townepark Circle - Louisville, KY 40243
Office: 502.429.0767
Fax: 502.423.7672
2007 Retirement Management Services, LLC - All Rights Reserved
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For some employers, a retirement program is a tool used to attract good employees. For others, it's a tax deferred incentive plan to share profits with employees. And for some employers, the plan is also a wealth accumulation program for the owners. RMS offers a broad range of experience in the design and administration of retirement plans. We work closely with our client's attorney, accountant, and investment advisor to design a retirement program that fits the client's business needs and objectives.
Retirement Management Services, LLC
Retirement Management Services, LLC
We sell no investment or insurance products.
At Retirement Management Services we know the importance of cost effective retirement programs and timely administration. Our staff has the expertise to design plans, evaluate the impact of changing federal retirement laws, and provide routine services.
- Profit Sharing
- 401(k)
- 403(b)
- Money Purchase
- Employee Stock Ownership Plans
- Age-Weighted
- New Comparability Profit Sharing Plans (Cross-Tested)
- Target
Benefit
- Davis-Bacon
- Routine Management / Allocation Reports
- Participant Statements
- IRS and DOL Representation
- Form 5500 Preparation
- Testing compliance for
contribution and deduction limits, top-heavy, coverage, participation, and nondiscrimination rules.
- Vendor searches for 401(k) "daily" plans
- Retirement Planning projections, and how to meet personal retirement goals
- Interaction of your
retirement program with your estate planning needs
- Employee Stock Ownership Plan feasibility studies and repurchase obligation projections
- Retirement
planning seminars for your employees
- Total benefit statements, personalized for each employee
- Benefit audits
RMS has been chosen by over twenty financial organizations as an approved Thrid Party Administrator. We receive regular referrals from these financial institutions whose clients retain RMS for compliance testing, government filings, and consulting. In the meantime, those financial institutions maintain participant account balances, provide investment education, and offer the so called "daily" plan services.
Retirement
We provide ongoing services for over 300 retirement plans. Our clients' headquarters are in fifteen states. About forty-five of our clients have over 100 employees. Eight of our clients have between 1000 and 50,000 employees. Several of our clients are publicly traded companies.
Retirement Plan Expertise
Independence
Client Base
Full Range of Services
Types of Retirement Plans for which we provide services include:
Routine Services include:
Additional Consulting Services
Approved TPA for Daily Vendors
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