Take Advantage of Cycle 3 Document Restatements
The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Read More >
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Caitlyn CdeBaca graduated from Indiana University Southeast in May of 2015 with a Bachelor of Science in Business Management and joined RMS in December, 2015. She earned her Qualified 401(k) Administrator designation from the American Society of Pension Professionals & Actuaries in December, 2017. Caitlyn spent her first 3 years at RMS as a Plan Specialist, focusing on defined contribution plan administration, compliance testing, as well as assisiting in the firm's marketing initiatives. She transitioned to the marketing department full-time in December, 2018 and now focuses her time on new business development and plan design. Caitlyn currently lives in Louisville with her husband and enjoys cheering on the Kentucky Wildcats, cooking, running, and spending time with friends and family.
The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Read More >
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