Services we provide include:
Retirement income strategies
Charitable giving strategies
Cash flow management
Retirement Management Services is a nationally recognized, independent, fee-based consulting firm headquartered in Louisville, Kentucky. We provide design, administration and consulting services for many types of retirement plans, from Cash Balance plans to 401(k). We work with plan sponsors and financial advisors to ensure the retirement plan operates smoothly, while allowing flexibility in choosing investments and recordkeepers.
We are approved by many national vendors and our client base is throughout the United States. Our clients range in size from one participant plans to companies with over 50,000 employees and they operate in a variety of industries.
*Our highly trained staff and superior customer service has been the basis for our success for over 19 years.
* All of our clients are serviced by a dedicated retirement plan service team that provides excellent service to the client and the financial advisor.
* Our pension consultants answer technical questions, monitor the retirement plan, make recommendations based on the company’s needs and present alternatives when tax laws change or company demographics shift.
* We offer a customized, Volume Submitter document.
As an industry-leading retirement plan administration firm, RMS assists plan advisors and plan sponsors in meeting their unique plan design goals. Give us a call at 502-429-0767 if we can assist you with your retirement plan needs.
A locally owned, full service bank offering financial services to meet all your lending, deposit and financial needs for both businesses and consumers.