Louisville, KY
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Susan joined RMS in September of 2023 as a Senior Plan Specialist. She has 25 years of experience in retirement plan administration. She is a graduate of Husson University with a Masters of Business Administration and a Bachelor of Science in Accounting/Finance. She is also a Notary Public.
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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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