Experienced. Trusted Nationwide.
Retirement Plan Consulting & Administration
Helping businesses, advisors, and professionals navigate retirement plans with clarity, confidence, and compliance.
Founded in 1997, our team has decades of experience supporting employers, advisors, and professionals nationwide.
Affiliated with Leading Industry Organizations
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#1Customer Service Ranking
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20+Years Average Experience
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$6 Billionin Assets Under Administration
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1997Year Established
Comprehensive Retirement Plan Services
From design to compliance, RMS provides end-to-end retirement plan consulting and administration services.
ESOP Consulting
An Employee Stock Ownership Plan (ESOP) can offer business owners a way to transition ownership while preserving the future of their company and rewarding the employees who helped build it. RMS provides ESOP consulting, plan design, and ongoing administration to help businesses evaluate their options and manage the unique requirements of employee ownership.
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401(k)/403(b) & Defined Contribution Plans
RMS provides comprehensive defined contribution plan services, including 401(k), Safe Harbor 401(k), 403(b), and profit-sharing plans designed around the needs of your business and employees. From plan design and administration to compliance testing and regulatory filings, we help keep your retirement plan running smoothly while supporting your long-term business and workforce goals.
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Cash Balance Pension Plans
RMS provides comprehensive cash balance pension plan services designed to help business owners and highly compensated professionals accelerate retirement savings while taking advantage of significant tax benefits. From strategic plan design and administration to compliance testing and required filings, we manage the complexities of your plan while helping you make the most of its long-term potential.
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Solo & Owner-Only Plans
RMS provides comprehensive solo and owner-only retirement plan services that help self-employed individuals and business owners maximize their retirement savings with a strategy tailored to their income and goals. From plan design and contribution calculations to ongoing administration, compliance, and required filings, we handle the details needed to keep your plan optimized and on track.
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Special Plan Services
RMS provides specialized retirement plan expertise for complex situations, including mergers and acquisitions, plan terminations, advanced testing, missed filings, and compliance corrections. We go beyond consultation to manage the details, filings, and execution from start to finish, helping businesses and their advisors confidently navigate challenges that fall outside routine plan administration.
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Who We Serve
Built for the People Managing Retirement Plans
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Business Owners / Plan Sponsors
Design plans that attract talent and support long-term growth.
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Financial Advisors
Partner with a non-producing TPA that supports your clients.
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CPAs & Professional Advisors
Collaborate with a trusted retirement plan expert.
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HR Leaders
Simplify administration and reduce compliance risk.
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Serving Clients Nationwide
Based in Louisville, RMS supports organizations across the United States with retirement plan consulting and administration.
- Active Client States: Current Footprint
- Nationwide Service Area
- Louisville, Kentucky Headquarters
A More Personalized Approach to Retirement Plans
RMS delivers a boutique consulting experience backed by decades of expertise. We don’t believe in one-size-fits-all plans — we design solutions tailored to each client’s needs.
- Direct access to experienced consultants
- Custom plan design
- Long-term client relationships
- Independent, flexible approach
Our Process
How We Work With You
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01
Discovery Consultation
Understanding your needs and objectives.
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02
Plan Design & Strategy
Tailored solutions for your business.
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03
Implementation
Seamless plan setup and launch.
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04
Compliance & Administration
Ongoing regulatory compliance.
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05
Ongoing Support
Continuous service and optimization.
What Our Clients Say
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Let’s Simplify Your Retirement Plan
Ready to get started? Schedule a consultation with our retirement plan experts.
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