Retirement Management Services (RMS) Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Retirement Management Services (RMS) is an independent, fee-based consulting firm focused on retirement plan design, administration, and consulting. Based in Louisville, Kentucky, the company serves a national client base of plan sponsors and financial advisors, offering services for a wide range of retirement plans from Cash Balance to 401(k) and supporting flexibility in investments and recordkeepers. RMS emphasizes dedicated service through a specialized retirement plan service team that answers technical questions, monitors plans, and recommends changes in response to shifts in tax laws or company demographics. The firm supports plans of varying sizes, including very small one-participant arrangements up to those with tens of thousands of employees, and maintains approval with multiple national vendors. RMS also provides a customized Volume Submitter document and positions itself as a resource for meeting unique plan design goals within the retirement services industry.

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