Kasey R. Price, QKA

President - kprice@rsi401k
Kasey, our firm’s President, has been in the Pension Administration industry since 1995. A graduate of Augusta State University, Kasey began her career with Merrill Lynch and from there she worked her way into pension plan administration. Kasey eventually joined the partners of Cleveland & Anderson CPA firm in their joint venture to start a new Third Party Administration (TPA) firm. She has earned her ASPPA 401(k) plan administration designation (QKA).

JJ McKinney, QPA, QKA, CPC

Chief Operations Officer - jmckinney@rsi401k
JJ has worked in the pension industry since 1998. He graduated with a BA in English and Spanish from St. Edward’s University in Austin, Texas and worked as a middle school Spanish teacher before finding his way into the pension industry. He began his career with the 401(k) Company in Austin, TX working as a corporate trainer and compliance manager before joining RSI in 2002.

JJ currently oversees the operations, procedures and internal controls at RSI while working to secure new business and transition new clients from conversion to on going administration. He has taught classes on various pension related topics as well as securities licensing exam courses. JJ has written for the ASPPA ASAP, presented as a guest lecturer at John Marshall Law School and contributed an essay for the text book Employee Benefit Plans by Barry Kozak. He has also been a featured speaker at ASPPA’s Benefits Conference of the South and the Annual Conference and presented a webcast on 401(k) plan testing. JJ currently serves as a vice chair of the ASPPA Education & Examination Committee and a liaison to the Membership Development Committee.

The Staff at Retirement Strategies Incorporated (RSI) is thoughtful, professional and offers personalized service.

Nancy A. Crews, CFP, QKA

Senior Pension Manager - ncrews@rsi401k
Nancy joined our firm in February 2000. Nancy has been in the Pension Administration industry since 1985. She obtained her accounting degree from Tennessee Temple University and began her career as comptroller at McCoy Federal Credit Union in Orlando, Florida. She worked her way into pension plan administration and later obtained her Certified Financial Planner (CFP) designation while working with a financial planning firm. She has earned her ASPPA 401(k) plan administration designation (QKA).

Lori J. Watts, QPA, QKA

Senior Pension Administrator - lwatts@rsi401k
Lori joined our staff in December 2000. Lori has been in the Pension Administration industry since 1988. Lori received her degree in Financial Planning and Advising from Purdue University. She began her career in Third Party Administration and later moved on to the pension department at the headquarters of Thomson Consumer Electronics (RCA) in Indianapolis, Indiana. She has earned her ASPPA 401(k) plan administration (QKA) and Qualified Pension administration (QPA) designations.

Fain P. Dye, QKA

Quality Assurance Manager / IS Manager - fdye@rsi401k
Fain joined our firm in 1997. He is a graduate of Augusta State University with a BA in Accounting. He has seven years of public accounting experience and has been in pension administration since 2004. His career in public accounting consisted of corporate and individual tax, pension administration, payroll and general ledger services.

Fain currently serves on the ASPPA Technology Committee. He presented at the "Womens Business Leaders Forum" for ASPPA.

Roseann James, QKA

Pension Administrator - rjames@rsi401k
Roseann joined our firm in 2005. She is a graduate of Georgia Southern University with a BA in Finance. Roseann has been in the Pension Administration industry since 2005. She has earned the ASPPA 401(k) plan administration designation (QKA).