Retirement Management Services (RMS) is happy to be a supporter and sponsor of the INCEO.  Retirement Management Services is a nationally recognized, independent, fee-based consulting firm. We provide design, administration and consulting services for many types of retirement plans including ESOPs. We work on a team basis with plan sponsors and their other partners (accountant, Trustee, etc.) to ensure the company’s ESOP operates smoothly. The majority of our clients are located in Kentucky and Southern Indiana, however, as a Third Party Administration firm that is approved by many national vendors, RMS has a diverse client base 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.  So, no matter the size of your plan, our staff has the expertise to understand the unique needs of your business and can assist you in meeting your retirement plan needs.

We are committed to providing the highest level of service to our clients, who have consistently ranked us #1 for customer service in a national survey of employers who were asked about their Third Party Administrators. Our focus on excellence, innovation and integrity can be seen by the following benefits of working with our firm:

• We are completely independent of any other retirement advisor the employer uses.
• We prepare technical articles and sponsor seminars that keep our clients and business partners up-to-date on critical issues in the retirement plan industry.
• Our team of professionals are highly credentialed. Our Account Executives have an average of 20 years of retirement plan administration experience.
• All plan data is stored in an off-site, secure, electronic format. Sensitive electronic data that is transmitted between our firm and our clients is sent via a secure file transmission service.

For some employers, a retirement program is a tool used to attract good employees.  For others, it’s a tax deferred incentive plan to share profits with employees.  The plan can also be a wealth accumulation tool for the owners. Regardless of your plan objectives, we can help your business design and administer a retirement program that meets your needs.

For more information, view our resources or contact us to discuss how we can help you meet your business and retirement plan goals.