RMC Group is pleased to announce that Tamara M. Middleton has joined the company as Vice President of Pensions. She will also actively contribute to RMC’s Captive, Property and Casualty, and Health divisions.
As Vice President of Pensions, Tamara will be responsible for the development, marketing and sale of all qualified retirement plan products and services offered by RMC, including plan design and administrative services, asset management, and the web-application C4 powered by PlanGen, LLC. Her expertise will be vital to RMC’s continued success in the everchanging retirement plan industry.
Tamara will help RMC remain an industry leader through the promotion of it’s unique “straight-through” processing method from a plan proposal to an actively-funded plan in just minutes. Her vision is to combine the systems and products of RMC and its strategic partners, including payroll companies, recordkeepers, agents, and plan advisors.
Upon joining RMC Group, Tamara commented, “I was raised to never say no but rather, let’s figure out how!”
Tamara continued, “I am so enthused to get started because that same attitude is engrained in the RMC culture. I’ve learned that over the last few years working on the C4 web-application design project, and I am very thrilled to be leading the team that takes it to market and shares it with our partners.”
Tamara brings more than 35 years of experience as a plan designer, plan administrator, operations manager, system designer/collaborator and business owner to RMC. She prides herself on being a trusted advisor to her team, her clients, her strategic partners, and colleagues in the industry. Her in-depth knowledge of retirement plan operations will make her a valuable member of RMC Group.
President and CEO of RMC Group, Ray Ankner, commented, “As CEO of RMC Group, I am pleased to welcome Tamara as VP Pensions. Tamara’s background and years of experience in plan design and administration makes her an ideal addition to our team.”
Tamara’s Background
Tamara is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service and has represented clients before the IRS and DOL under examination and through its Employee Plans Compliance Resolution System (EPCRS). She is an active credentialled member of the American Society of Pension Professional and Actuaries (ASPPA) receiving their highest credential of Certified Pension Consultant (CPC) in 2006. She also is credentialed as a Qualified Pension Administrator (1999) and a Qualified 401(k) Administrator (QKA) (1996).
She has served on ASPPA’s Government Affairs Committee, GAC Reporting and Disclosure Subcommittee and Tax-Exempt & Government Plans Subcommittee. She’s a member of the National Association of Plan Advisors (NAPA), National Tax-Deferred Savings Association (NTSA) and the National Association Women Business Owners (NAWBO).
Tamara has worked as advocate for retirement plans on the national level speaking with members of Congress and staff as a representative of ASPPA and NAWBO on multiple occasions.
Tamara attended Saint Mary College in Leavenworth, Kansas where she studied business and is a native of Kansas City where she resided until 2006. She now resides in Tucson, AZ with her husband and is a proud mother and grandmother.
