Louisville, KY
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Mikaela joined RMS in January of 2023 as an Administrative Assistant. She graduated from Jefferson Community and Technical College with an Associates of Arts. Prior to joining RMS, Mikaela worked in payroll and data entry. Outside of work, she enjoys spending time with her husband, family, friends, and dog.
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RMS ResourcesRetaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely.
Read More >Correctly maintaining a retirement plan comes with responsibilities and administrative duties to ensure compliance with the various complex employee benefit plan laws and regulations.
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RMS Latest NewsRetirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.
Read More >Amber Lloyd, Owner and Managing Member at RMS, will be presenting on a joint ESOP Sustainability webinar on January 17, 2024.
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