Mr. Lynch, the President of RMS, is a native of Louisville, Kentucky, a Summa Cum Laude graduate of Bellarmine University, a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries, a member of the American Society of Pension Actuaries, and an Enrolled Actuary. He is a seasoned consultant with 36 years of experience in employee benefits. He has advised clients, attorneys, CPAs, estate planners, trust officers, investment advisors, brokers, and financial planners on the design and administration of hundreds of retirement programs sponsored by private industry and non-profit employers. He has been authorized to represent many employers before the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation. Mr. Lynch has given dozens of speeches to professional groups and has been involved in a number of community service volunteer projects.
Amber Lloyd, an owner and the Vice President of RMS, is an Accredited Pension Administrator, a Chartered Mutual Fund Counselor designee, and a Certified Financial Planner ™ certificant. During her 16 years in the retirement field, she has worked on all types of retirement programs, including both qualified and non-qualified plans. Ms. Lloyd is a Past President of the Louisville Employee Benefits Council, and is an active member of the National Institute of Pension Administrators, the ESOP Association, the National Center for Employee Ownership and the Financial Planning Association. She is a member of Mummers and Minstrels, a local community theatre group, and has served on their Board of Directors and as their Treasurer. Ms. Lloyd currently devotes most of her time to consulting on Employee Stock Ownership, 401(k), and profit sharing plans, and heads up the firm's ESOP Practice Group. Ms. Lloyd is a graduate of the University of Kentucky where she obtained her Bachelor of Arts Degree in Finance.
Elizabeth Potts, a Partner in RMS, is a graduate of the University of Louisville, and a Certified Public Accountant. Her background includes over ten years of public accounting experience and 16 years of experience with qualified retirement plans. She has also taught Payroll, Taxation and Principles of Accounting I at two local Colleges. Ms. Potts is an active member of the Kentucky Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Louisville Employee Benefits Council. She currently serves as Chairperson for the Louisville Employee Benefits Council's Sub-Council meetings.
Laura Stallard, a Partner in RMS, joined the firm in January 2001 after devoting over seven years to public accounting. Ms. Stallard is an Account Executive specializing in consulting, administration and design of defined contribution plans. Her past experience consists of audits, financial statement preparation and tax compliance for employee benefit plans, closely held businesses and nonprofit organizations. Ms. Stallard graduated from the University of Louisville in December, 1991 with a Bachelor of Science in Business Administration and is a licensed Certified Public Accountant. She is an active member of the Kentucky Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Louisville Employee Benefits Council, the Business and Professional Women of River City (BPW), and a current member on the board of the BPW Foundation. She is a graduate of the 1999 Focus Louisville Program and was a 1999 Business First's Forty Under Forty honoree. She has devoted much of her time to various civic endeavors.
Carol Miller joined RMS as an Account Executive in February, 2002. She is a graduate of the University of Louisville, earning a Bachelor of Science in Business Administration with an emphasis in Accounting. Ms. Miller has over 14 years experience with defined contribution plan administration. She is a Certified Employee Benefit Specialist, a Retirement Plans Associate and a Compensation Management Specialist. She is a member of the Louisville Employee Benefits Council (LEBC), the International Society of Certified Employee Benefit Specialists (ISCEBS), the Louisville Area Chapter of ISCEBS, and the Louisville Society for Human Resource Management (LSHRM). Ms. Miller devotes most of her time to defined contribution plan administration and vendor searches for daily 401(k) plans.
Anne Keehn joined RMS as an Account Executive in 2007. She graduated from Indiana University with a Bachelor of Science in Business Management. Anne has worked in the area of defined contribution plan administration for over 20 years. Her past experience includes qualified retirement plan administration and consulting, plan document underwriting, plan conversions, and compliance. Anne is a Qualified 401(k) Administrator and an active member of the Louisville Employee Benefits Council (LEBC) and the American Society of Pension Professionals & Actuaries (ASPPA) for which she assists the Education Committee by reviewing exam material. She also holds a life insurance license for the state of Kentucky. Her focus at RMS is on new plan setups and conversion coordination, and she also maintains the prototype plan document used by the firm.
Lauren Klueber joined RMS in September 2007. She is a graduate of the University of Kentucky with a Bachelor of Science in Accounting. She is a CPA with over 20 years experience in accounting, auditing, and taxation. Since joining RMS, Lauren has attained the Qualified 401 (k) Administrator (QKA) designation. Lauren is a member of the Kentucky Society of CPAs, the American Society of Pension Professionals and Actuaries (ASPPA), and the National Center for Employee Ownership. Ms. Klueber devotes most of her time at RMS to defined contribution plan administration and compliance testing.
Judith joined RMS in November, 2005. She has over 20 years trust banking experience, with the last 13 spent in retirement plan administration. Judith received her Bachelor of Arts from Morehead State University and a Certified Retirement Services Professional designation from the Institute of Certified Bankers. Ms. Rohr devotes most of her time to defined contribution plan administration.
Laura Lyvers joined RMS as an Account Executive in January of 2008. She is a 1985 graduate of Bellarmine College with a Bachelor of Arts in Accounting. Laura is both a Certified Public Accountant and a Qualified 401(k) Administrator. She has over 24 years experience working with the various aspects of defined contribution plans. Her past experience includes working with plan design, compliance testing, and plan administration for plans of all sizes. She is a member of the Louisville Employee Benefits Council, the Kentucky Society of CPAs, and the American Society of Pension Professionals & Actuaries. Laura and her husband have three children, and she is active in her children's school, recently serving on the School Board, the Finance Committee, and as 8th Grade Trip Treasurer. Laura devotes most of her time to defined contribution plan administration and consulting.
Hannah joined RMS in September, 2009. She has over five years experience in qualified plan administration and consulting. Hannah is an Accredited Pension Administrator and an active member of the National Institued of Pension Administrators. She is also a member of the Lexington Employee Benefits Council where she serves as a technology advisor. She graduated from Transylvania University with a Bachelor of Arts in Accounting and a minor in Computer Science. Hannah resides in Shelby County with her husband and two children.
Diana Lindauer joined RMS in 2010. She is a graduate of the University of Louisville with a Bachelor of Arts in Music. After nearly ten years as an on-air host for WUOL, Louisville's classical music radio station, she completed her business and accounting studies at U of L. Diana worked for four years in public accounting, gaining experience in audit and tax compliance for closely held businesses, with an emphasis in employee benefit plan audits. She is a licensed Certified Public Accountant, and an active member of the Kentucky Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She resides in Louisville with her two sons.
Rhonda Henry joined RMS as an Account Executive in January, 2010. She is a graduate of the University of Louisville, earning a Bachelor of Science in Business Administration with an emphasis in Accounting. She is both a Certified Public Accountant and an Accredited Pension Administrator. Rhonda has over 15 years experience with defined contribution plan administration and has worked on all types of retirement plans, including both qualified and non-qualified plans. She is a member of the Louisville Employee Benefits Council and the National Institute of Pension Administrators. Rhonda devotes most of her time at RMS to defined contribution plan administration and compliance testing.
Hannah Slodki, APA
HSlodki@consultRMS.com
(502) 719-0586
Diana Lindauer, CPA
DLindauer@consultRMS.com
(502) 719-0589
Rhonda Henry, CPA, APA
RHenry@consultRMS.com
(502) 400-5169