RETIREMENT MANAGEMENT SERVICES - Key Persons
Job Titles:
- Chief Financial Officer
- Member of the Office Management Team
Job Titles:
- Member of the Office Management Team
- Plan Specialist
Allison Coomes joined RMS in January 2023 after working for Humana for six years as a Payment Integrity Professional II focusing on data analysis and provider education. She attended the University of Louisville and graduated with a Bachelor's degree in Justice Administration in 2003 and a Master's degree in Special Education in 2009 along with attaining the Certified Medical Coder (CPC) certification in 2016. She lives in Louisville with her husband and daughter and enjoys hiking, reading, and watching her daughter play soccer.
Job Titles:
- Managing Member
- Member of the Office Management Team
- Owner
- CMFC, CFP®, ERPA Managing Member
Amber M. Lloyd, Managing Member and Owner of RMS, began her career in retirement plan administration and consulting in 1994. She graduated from the University of Kentucky with a Bachelor of Business Administration with high distinction and departmental honors in Finance and over the years has become credentialed as an Accredited Pension Administrator, a Chartered Mutual Fund Counselor designee, a Certified Financial Planner™ certificant, and an Enrolled Retirement Plan Agent. Throughout her 29 years in the retirement field, she has worked on all types of retirement programs, including both qualified and nonqualified plans and often speaks on retirement plan topics. Amber is an active member of the National Institute of Pension Administrators, the ESOP Association (where she currently serves as a executive member of the KY Chapter), the National Center for Employee Ownership, the ESOP Marketplace, and the Financial Planning Association (where she currently serves as Secretary/Treasurer of the board for the Kentuckiana Chapter and was the 2018 President). She is also Past President of the Louisville Employee Benefits Council and former Board Member for Mummers & Minstrels, a local non-profit community theatre group. Amber currently devotes most of her time to new business development, consulting on 401(k), Profit Sharing, and Employee Stock Ownership Plans and heads up the firm's ESOP Practice Group.
Job Titles:
- Member of the Office Management Team
- ERPA, QPA, QKA Account Executive
Andrea Bennett joined RMS in December, 2007 and became an Account Executive in 2012. She is a graduate of Missouri Western State University with a Bachelor of Science in Business Administration with an emphasis in Finance. Andrea is a Qualified 401(k) Administrator, Qualified Pension Administrator, an Enrolled Retirement Plan Agent, and holds the Employee Stock Ownership Plan Administration certificate through ASPPA. She is a member of the ESOP Association, the National Center for Employee Ownership, and the American Society of Pension Professionals & Actuaries. She devotes most of her time to ESOP and defined contribution plan administration.
Job Titles:
- Member of the Office Management Team
- in 2013 As a Plan Specialist
- QKA Senior Plan Specialist II
Caryn Patterson joined RMS in 2013 as a Plan Specialist, and became a Senior Plan Specialist II in 2020. She graduated from the University of Kentucky with a Bachelor's degree in Finance. She has earned her Qualified 401(k) Administrator designation from the American Society of Pension Professionals & Actuaries. Most of her time at RMS is spent working on defined contribution plan administration and compliance testing. Caryn resides in Louisville with her husband and daughter, and enjoys board games, hiking and traveling.
Job Titles:
- Member of the Office Management Team
- QKA Account Executive
Diana Lindauer joined RMS in 2010 and became an Account Executive in 2021. She is a graduate of the University of Louisville with a Bachelor of Arts in Music. After nearly ten years as an on-air host for WUOL, Louisville's classical music radio station, she completed her business and accounting studies at the University of Louisville. Diana worked for four years in public accounting, where her duties included employee benefit plan audits, and currently allocates her time between defined contribution plan administration and compliance testing. She also works on ESOPs and Cash Balance plans. She enjoys gardening and other creative pursuits.
Job Titles:
- Member of the Office Management Team
- QKA Account Executive
Greg Glasscock joined RMS in January, 2012 and became an Account Executive in 2021. He graduated from Spalding University with a Bachelor of Science in Business Management with a minor in Accounting. Greg earned his Qualified 401(k) Administrator designation in December 2016 and earned the Employee Stock Ownership Plan (ESOP) Administration Certificate in 2018. Greg devotes most of his time at RMS to defined contribution plan administration, ESOP administration and compliance testing. Greg currently resides in Louisville with his wife Chelsea and sons Greg Jr. and Hudson, and enjoys coaching baseball.
Job Titles:
- Member of the Office Management Team
- Senior Plan Specialist
- Senior Plan Specialist I / Office Manager
Jeannette Schweitzer, a Senior Plan Specialist I, has been with RMS since the business started in September, 1997. She is a graduate of the University of Louisville and has over 25 years of experience working with retirement plans, currently focusing on ESOPs. Jeannette splits her time at RMS between working on plans and managing the office, including billing and other administrative tasks which keep the office running smoothly.
Job Titles:
- Member of the Office Management Team
- Plan Specialist
Jessica Mobley joined RMS in June, 2018. She spent her first 3 years at RMS as an Administrative Assistant. Jessica was promoted in July, 2021 as a full-time Plan Specialist. She spends her time focusing on defined contribution plans and compliance testing. Prior to joining RMS, Jessica spent over 11 years working as a medical biller and administrative assistant. Jessica lives in Louisville with her husband Alex and two daughters, Sophia and Paisley. She enjoys spending time with her family and friends.
Job Titles:
- Account Executive
- Member of the Office Management Team
- QKA
- QKA Account Executive
Laura Lyvers joined RMS as an Account Executive in January, 2008. She is a 1985 graduate of Bellarmine University with a Bachelor of Arts in Accounting. Laura is a Certified Public Accountant and a Qualified 401(k) Administrator. She started her career in public accounting at a local firm focusing on physician practices and their retirement plans. She then moved to Benefit Actuaries, where she was an Account Executive, and then to ADP Retirement Services as Director of Operations. Laura has over 30 years of experience working with the various aspects of defined contribution plans, including plan design, consulting, compliance testing and plan administration for plans of all sizes. She is a member of the Louisville Employee Benefits Council, the Kentucky Society of CPAs, the ESOP Association, and the American Society of Pension Professionals & Actuaries, and holds the Employee Stock Ownership Plan Administration certificate through ASPPA. Laura devotes most of her time to ESOP and defined contribution plan administration and consulting.
Job Titles:
- Member of the Office Management Team
- CEBS, QKA, QKC New Business Consultant
Leisha Gosling has worked for over 30 years in the field of Defined Contribution Plan Administration. She graduated from University of Louisville with a Bachelor of Science in Business Management and from Sullivan University with a Master's degree in Business Administration. Leisha joined RMS as a New Business Consultant in 2020. Her areas of expertise include qualified retirement plan administration and consulting, plan document underwriting, and compliance. She focuses the majority of her time at RMS on new client implementation and onboarding as well as marketing and new business initiatives. She also performs special research projects. Leisha has been awarded the designations of Qualified 401(k) Administrator and Qualified 401(k) Consultant from the American Society of Pension Professionals & Actuaries and Certified Employee Benefits Specialist from the International Foundation of Employee Benefit Plans.
Job Titles:
- Member of the Office Management Team
- a Plan Specialist
- QKA Senior Plan Specialist II
Margaret Weeks joined RMS as a Plan Specialist in November, 2002 and became a Senior Plan Specialist II in 2012. She has three years of payroll experience, six years of experience working in benefits administration and twenty years of retirement plan administration experience. Margaret received her Bachelor of Science in Accounting from Western Kentucky University and a designation of Qualified 401(k) Administrator from the American Society of Pension Professionals & Actuaries. Margaret allocates her time to defined contribution plan administration and compliance testing. She also works on ESOPs, 403(b)s and Cash Balance plans.
Job Titles:
- Administrative Assistant
- Member of the Office Management Team
When you work with RMS, you will work with a dedicated team consisting of an Account Executive and a Plan Specialist that is focused on your plan and will help you every step of the way. We view every client relationship as a partnership and we work with you to help make your plan successful.
Our staff of experienced administrators receives continual in-house as well as off-site training to stay abreast of current legislative and regulatory issues as well as trends within the retirement plan community.
Mikaela Ackles 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. Mikaela lives in Louisville with her husband. She enjoys spending time with her family, friends, and dog.
Job Titles:
- Member of the Office Management Team
- Plan Specialist
Ryan Stamper joined RMS in June, 2021. He graduated from Eastern Kentucky University with a Bachelor of Business Administration in Finance & Risk Management and Insurance. Ryan spends his time at RMS focusing on defined contribution plans and compliance testing. Ryan enjoys cheering on the UK Wildcats.
Job Titles:
- Account Executive
- Member of the Office Management Team
- QKA Account Executive
Sharon M. Howay is an Account Executive at RMS. She joined the firm as a Plan Specialist in January 2011 and transitioned to the Account Executive role in the fall of 2019. Sharon is a graduate of the University of Louisville with a Bachelor of Science in Business Administration with an emphasis in Finance. She is a member of the Louisville Employee Benefits Council, the American Society of Pension Professionals & Actuaries and has earned the Qualified 401(k) Administrator designation. Sharon has over 13 years of retirement plan administration experience. She devotes most of her time to defined contribution plan administration. Sharon resides in Louisville and enjoys spending time with her husband working on their summer vegetable garden and home improvement projects.
Job Titles:
- Member of the Office Management Team
- Plan Specialist
Sherry Frazier joined RMS in December 2021. She graduated from University of Louisville with a Bachelor of Arts in Psychology. Sherry worked in the banking industry for 22 years in various roles include Branch Management and IRA Specialist. She also has 5 years of experience working in Human Resorces where one of her primary responsibilities included 401(k) plan administration. Sherry spends her time at RMS focusing on defined contribution plans and compliance testing. Sherry resides in Louisville and some of her hobbies include reading, walking and spending time with family and friends.
Job Titles:
- Member of the Office Management Team
- New Business Consultant
- QKA New Business Consultant
Susan Macy rejoined RMS in 2022 as a New Business Consultant having previously worked from 2009-2012 as a Senior Plan Specialist. She is a graduate of Indiana Wesleyan University with a Bachelor of Science in Business Administration. Susan is a Qualified 401(k) Administrator with almost twenty years of experience in Defined Contribution plan administration. She works closely with our Sales team specializing in plan design and legal document preparation and maintains the plan document used by the firm. Susan currently serves on the board for Cornerstone Chrysalis as Treasurer. She enjoys camping and game nights with her family and friends.