2008/12/09:  Chuck Lynch will speak to the Society of Financial Service Professionals

and the topic will be Employee Stock Ownership Plans.

2008/11/21:  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.

2008/01/23:  Laura Lyvers joins RMS this month

as an Account Executive to be assigned the responsibility for a number of our clients' retirement plans. Laura had previously worked for Benefit Actuaries and ADP Retirement Services.  She has her BA from Bellarmine College, and is both a Certified Public Accountant and a Qualified 401(k) Administrator (QKA).

2008/01/03:  Chuck Lynch, FSA, President of RMS, spoke earlier this month to The Hartfield Company Annual Marketing Meeting

The topics included Open Architecture arrangements for 401(k) plans.

2008/01/02:  Judith Rohr has returned to RMS the beginning of this year.

She is a Plan Specialist and has her B.S. from Morehead University.  She has over 20 years experience in trust banking and retirement plan administration.  Judith has earned the designation of Certified Retirement Services Professional (CRSP) from Cannon Financial Services.

2007/12/17:  Andrea Bennett joined RMS as a Plan Specialist

She is a 2007 graduate of Missouri Western State University, with a B.S. in Finance.  Some of her past experience includes working for H&R Block and serving as the Treasurer and Head of a Membership Drive for the Chillicothe Area Arts Council in Chillicothe Missouri.

2007/12/15:  Elizabeth Potts, CPA, one of our Account Executives, represented RMS at the December IRS/Practitioner Roundtable

held in Louisville.  It was attended by practitioners and IRS auditors from several states.

2007/10/25:  RMS is once again sponsoring a Qualified Retirement Plan Workshop for CPAs

Topics will include IRS and DOL examinations of qualified plans; the new 403(b) regulations; accountant audits of plans with over 100 participants; and updates on the 2006 Pension Protection Act.

2007/09/25:  Anne Keehn will speak to the LEBC Sub-Council

Anne Keehn, an Account Executive with RMS, will speak on the topic of Automatic Enrollments, when she makes a presentation to the Qualified Plans Sub-Council.

2007/09/05:  Lauren Klueber, CPA, has joined RMS

as a Plan Specialist.  She is a graduate of the University of Kentucky with a Bachelor of Science in Accounting.  Lauren has over 20 years of experience in accounting, auditing, and taxation.

2007/05/02:  Anne Keehn, QKA, has joined RMS

Anne Keehn has joined RMS as an Account Executive.  She has the QKA designation (Qualified 401(k) Administrator) with the American Society of Pensions & Actuaries; and she has worked in the human resources and benefits administration field since 1988.  Anne will be assigned client relationship management responsibilities for a number of RMS clients.  Welcome, Anne!