Andrea McLane, QKA

Manager

A detail-oriented professional who is devoted to career and family.

  • Services:


    • Benefit Plan Services
  • Location:


    • Dublin

Resident of:

Columbus, Ohio

Member of the Rea team since:

2008

Day-to-day activities at Rea:

Andrea is a manager of the firm’s retirement plan consulting and administration services team. She is responsible for:

  • The administration of 401(k), profit sharing and defined benefit plans
  • Advising clients as they seek to develop a creative plan design
  • Setting up retirement plans
  • Calculating employer contributions
  • Preparing compliance testing
  • Fixing non-compliant plans via the Delinquent Filers Voluntary Compliance program and Voluntary Fiduciary Correction program.

Topics or areas of expertise that she can talk about (even in her sleep):

  • Creative plan design
  • Employer contribution calculations
  • Eligibility to participate in a 401(k) plan
  • 5500 preparation
  • Nondiscrimination testing

How we know she knows what she’s doing:

  • She began her career in the accounting industry in 1997.
  • Prior to joining Rea in 2008, Andrea worked as a manager at another regional CPA firm.
  • Andrea earned her bachelor’s degree in mathematical sciences from The Ohio State University.

Furthering her professional development, Andrea is involved with:

When she’s not in the office, you can find her:

  • Coaching basketball at St. Timothy
  • Playing volleyball or softball
  • Watching her children play sports
  • Watching her daughter at ballet