2011/10/13:  Amber Lloyd, Vice President

spoke at a Hartford Lunch & Learn session on required participant disclosure notices and electronic delivery options.

2011/09/29:  Elizabeth Rankin, Partner

presented to a group of UBS Financial Advisors as a guest of Transamerica Retirement Services.  The topics she covered were Simple IRAs, SEPs, and Cash Balance Plans.

2011/09/28:  Chuck Lynch, President

was a speaker at a seminar hosted by Morgan Stanley Smith Barney's Louisville office.  The Seminar was for CFOs of Non-Profit organizations; topics included 401(k) and 403(b) plans.

2011/09/22:  Chuck Lynch, President

made a presentation to the Greater Louisville Business Alliance on retirement plans for small employers.

2011/09/15:  Financial Advisor Seminar

RMS presented its annual Financial Advisor seminar.  Chuck Lynch, Amber Lloyd, and Anne Keehn were the featured speakers.  Topics covered included fee disclosure rules, MEPs, plan design considerations, and marketing to qualified plans.

2011/09/14:  Elizabeth Rankin, Partner

was a special guest of Transamerica Retirement Services for a presentation of The Final Word by Invesco held at the Kentucky Derby Museum.  Elizabeth spoke briefly about the advantages of partnering with RMS.

2011/08/31:  Chuck Lynch, President

was a panelist at the Tri-State ESOP conference, in a session entitled "ESOP Administration - Keeping on Track."

2011/05/02:  Kim Reid and Susan Macy

have both earned the ASPPA QKA (Qualified 401(k) Administrator) designation.

2011/04/28:  Amber Lloyd, Vice President

spoke at a Hartford lunch and learn session.  Her presentation addressed the DOL participant fee disclosure rules.

2011/04/26:  Annemarie Keehn

spoke at the Qualified Plan Sub-Council of the Louisville Employee Benefits Council.  The topic was "New DOL Participant Fee Disclosure Rules."

2011/03/23:  Chuck Lynch, President

led an in-house discussion/seminar for Money Concepts on the subject of "Designing Qualified Defined Contribution Plans for Owners and Executives."

2010/11/18:  CPA Seminar

RMS presented it's annual CPA Seminar.  Valerie Mayer of MacKenzie & Peden was a guest speaker and the topics were compensation definitions and exclusions, Roth conversions, and a panel discussion on various plan issues.

2010/10/27:  Chuck Lynch, President

made a presentation to the Lexington Employee Benefits Council.  The subject was "ESOPs - Recent Updates and Best Practices."

2010/10/20:  Andrea Bennett, Lauren Klueber, Judith Rohr, and Margaret Weeks

have all earned the ASPPA QKA (Qualified 401(k) Administrator) designation during 2010.

2010/09/16:  Financial Advisor Seminar

RMS presented it's first annual Financial Advisor Seminar.  Alan Pauw of Reed Weitkamp Schell & Vice PLLC was guest speaker and the topics were fiduciary liability, fee disclosures, and investment advice.

2010/07/01:  Elizabeth Potts, Partner

was named as the Chair of the KY Society of CPAs' Small Business Committee for a two-year term.