2009/12/18: Elizabeth Potts, Partner
successfully completed all required coursework and training for the KyCPA Leadership Academy Class of 2009.
2009/11/17: Elizabeth Potts, Partner
spoke to a group of Merrill Lynch investment advisors regarding 2010 Plan Limits and Advantages of Safe Harbor Plan Designs.
2009/10/29: Amber Lloyd, Vice President
will be speaking to financial advisors at a Hartford and MFS "lunch and learn" session, which will focus on Managing Strategic Client Relationships.
2009/10/06: Chuck Lynch, President
spoke at a seminar hosted by financial advisors at Morgan Stanley Smith Barney's Louisville office. The topic was "Are You Getting the Most Out of Your Qualified Retirement Plan?"
2009/09/23: Elizabeth Potts and Laura Stallard, Partners
spoke to the Louisville Chapter of American Society of Women Accountants on "Current Trends in Qualified Retirement Plan examinations by the IRS and the DOL."
2009/08/19: Amber Lloyd, Vice President
discussed ESOP distributions as a co-presenter at the Tri-State ESOP Association Conference.
2009/06/17: Elizabeth Rankin Potts, a partner at RMS and a member of the KyCPA Small Business Committee
participated in a panel discussion as part of an all day Continuing Education Seminar hosted by the KY Society of CPAs entitled "Serving your Small Business Clients".
2009/05/18: Laura Stallard, CPA and Partner at RMS
spoke at Presentation Academy Purse Strings Workshop on the "ABCs of Finance."
2009/05/07: Chuck Lynch, President
Spoke at a seminar hosted by John Hancock Retirement Services and presented to financial advisors at the Louisville office of UBS. The topic was "Easy Ways to Assess a 401(k) Plan for Your Clients and Prospects."
2008/12/09: Chuck Lynch will speak to the Society of Financial Service Professionals
and the topic will be Employee Stock Ownership Plans.
2008/11/25: Elizabeth Rankin Potts, CPA, spoke to the Louisville Employee Benefits Sub-Council. The presentation focused on recent trends in IRS audits of qualified plans.
2008/11/21: Laura Stallard will speak to Business and Professional Women of Kentucky.
The topic will include various modules from the Individual Development Program.
2008/11/06: RMS is sponsoring its third annual Qualified Retirement Plan Workshop for CPAs.
Topics include final 403(b) regulations and the impact on non-profits; comparisons of different qualified plan designs; new proposed fee disclosure rules; the status of plan document rules and required amendments.
2008/10/28: Amber Lloyd is speaking at the First Annual Plan Sponsor Fiduciary Summit
sponsored by the Russell Group of Merrill Lynch and the Louisville Society of Human Resource Management, at the University Club at the University of Louisville. Her focus will be best administrative policies and procedures. This event has been postponed to sometime in January 2009. We will update with the exact date as soon as it becomes available.
2008/08/13: RMS was one of the sponsors of the Tri-State ESOP Conference
held in Clarksville, Indiana. Chuck Lynch, President of RMS, spoke on the "Administrative Orientation for Newer ESOPs."
2008/07/17: Chuck Lynch spoke to the Louisville Chapter of the International Society of Certified Employee Benefit Specialists.
The topic focused on getting employees to save more for retirement.
2008/07/11: Elizabeth Rankin Potts, CPA, one of the Account Executives at RMS, will be speaking at the Kentucky Psychological Association Convention on Retirement Plan Designs for Small Businesses.
The KPA Convention will be held at the Hyatt in downtown Louisville. For more information, call 894-0777 or visit www.kpa.org.
2008/05/22: Elizabeth Rankin Potts, CPA, one of the Account Executives at RMS, will speak on Retirement Plan Designs for Small Businesses
as part of the May 21-22, 2008 Financial & Estate Planning Conference held at the Louisville Offices of the Kentucky Society of CPAs.
2008/04/23: Laura Stallard, CPA, one of the Account Executives at RMS,
will speak on retirement plan topics to the April 23 Kentucky CPA Spring Financial Conference. The location will be the Louisville offices of the Kentucky Society of CPAs.