Savings Plan Management Enrollment

Step 1 Step 2 Step 3 Step 4

Thank you for your interest in the RMS Savings Plan Management service. Please follow this series of steps to complete the enrollment. To move back in the process, please use the Back button at the bottom of each page.

Please tell us about yourself

Please provide a first name.
Please provide a last name.
Please provide a date of birth.
Please provide a address.
Please provide a city.
Please provide a state.
Please provide a zip code.
Please provide a valid cell phone.
Please provide a valid home phone.
Please provide a valid work phone.
Please provide a email.
Confirm your email.

Tell us about your retirement plan and account

Please provide a employer name.
Please provide a savings plan.
$

Special Instructions – Company Stock

Some retirement plans offer participants the ability to invest in their company’s stock through the retirement plan account. Our investment policy is to hold NO company stock within a client’s retirement plan account. However, we understand the occasional need or desire to do so, whether from employee holding requirements or affinity to the stock. When instructed to hold company stock within the portfolio we will ‘carve out’ the stock and allocate the remaining assets to the specified strategy. Investor understands that any company stock allocation will cause the risk and return characteristics of the portfolio to differ from those of the modeled strategy.

1.
2.
%
3.

Special Instructions - Brokerage Link Management

Please complete the information below

1.

In order for RMS to manage the Brokerage Link account, it must be opened and funded. (Please check all that apply.)

2.
%
3.

Note: RMS is NOT responsible for regular rebalancing of money from the core account into the brokerage link account and vice versa. Please ensure future contributions are directed into the appropriate account.

4.

Note: If core account is less than or equal to $50,000 or 15% of the total value, the core account may be invested in an asset allocation fund.

Your Investor Profile

This is required.
This is required.
This is required.
This is required.
This is required.
This is required.
This is required.
This is required.
This is required.
This is required.

Your financial advisor will review this Investor Profile with you prior to submitting the final enrollment request to Retirement Management Systems.

Please provide a valid pin.
Don't forget to write down your PIN. You will need it later.

Your Financial Advisor

Please select a firm.
Please provide a advisor name.
Please provide a advisor email.
Email address don't match