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Business Profile

Retirement Planning Services

RMS Retirement Management Services, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(502) 429-0767Write a Review

About

Overview

RMS Retirement Management Services, LLC

905 Lily Creek Rd

Louisville, KY 40243-2808

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BBB Accreditation & Rating

RMS Retirement Management Services, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Retirement Management Services is an independent, fee-based consulting firm providing design, administration and consulting services for various types of retirement plans. We work on a team basis with plan sponsors and their financial advisors for retirement plans with flexibility in choosing investments and recordkeepers.

BBB Accredited Since: 6/22/2017

Years in Business: 28

Products and Services

Career Services, Cash Balance Plans, CPA Services, ESOPs, Expert Consultation, Expert Videos, Financial Advisory, Management Consulting, Newsletter, Plan Administration, Plan Design, Plan Documents, Prevailing Wage Plans, Quick Quotes, Resource Articles, Retirement Planning, Routine Services, Secure File Sharing, Special Services, Testimonials

Business Details

Local BBB:
BBB serving Greater Kentucky and South Central Indiana
BBB File Opened:
1/22/2004
Business Started:
8/1/1997
Business Started Locally:
8/1/1997
Business Incorporated:
8/1/1997
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Ms. Amber Lloyd, Managing Member

Additional Contact Information

Principal Contacts
Ms. Amber Lloyd, Managing Member
Customer Contacts
Ms. Amber Lloyd, Managing Member
Fax numbers
Other Fax: (502) 423-7672
Additional Email Addresses
Sales: Email this Business
Social Media

Additional Information

Business Categories
Retirement Planning Services, Financial Consultants, Administrative Services, Compliance Consulting, Business Process Management

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