Paul McEwan CPA - New Philadelphia CPA

Paul McEwan, CPA, MTax, AIFA

Principal, Director of Benefit Plan Services

I’m a Rea Ambassador. I passionately serve retirement plan sponsors and the investment advisory community that serves them. I’m devoted to my family, friends, clients and Rea.

  • Services:


    • Audit,
    • Benefit Plan Services,
    • Peer Reviews
  • Location:


    • New Philadelphia

Resident of:

New Philadelphia, Ohio 

Member of the Rea team since:

1989

Day-to-day activities at Rea:

Paul leads the firm’s retirement plan consulting and administration services team. He’s responsible for:

  • Consulting with clients on fiduciary best practices related to their qualified retirement plans.
  • Helping clients improve the retirement readiness of their employees through effective plan design.
  • Partnering with investment advisors to build their retirement plan practices.
  • Helping clients keep their retirement plans in compliance with federal requirements.

Topics or areas of expertise that he can talk about (even in his sleep):

  • Retirement plan fiduciary issues.
  • Plan design issues.
  • Plan compliance and reporting issues.
  • Plan benchmarking services.
  • Plan service provider search services.
  • Trends in the retirement plan market.

How we know he knows what he’s doing:

  • He’s got a bachelor’s degree in accounting from The Ohio State University
  • And he’s got a master’s degree in taxation from the University of Akron
  • He has nearly 30 years of accounting industry experience

How he’s helped clients meet their business needs:

  • Paul helped another client with a plan vendor search, which resulted in hiring a registered investment advisory firm to mitigate fiduciary risk and dramatically improve the quality of the plan’s fund line-up.
  • He also assisted a plan administration client with a conversion to an independent record-keeping platform resulting in a savings of about 1 percent of plan assets annually. The change also improved the quality of the fund selection and monitoring process mitigating overall fiduciary risk significantly.
  • Assisted many plan investment advisors to win new clients and protect their existing relationships through plan design expertise and fee analysis.

Furthering his professional development, Paul is involved with:

  • The American Institute of CPAs
  • The Ohio Society of CPAs
  • Society for Human Resource Management (Tuscora Chapter; president, 2013)
  • United Way of Tuscarawas County (board member and 2013 co-campaign chairperson)
  • New Philadelphia Lions Club (past president and treasurer)
  • New Philadelphia Youth Soccer Association (board member)
  • New Philadelphia City Schools (community financial advisory committee)
  • Big Brothers Big Sisters of East Central Ohio (past board president)

When he’s not in the office, you can find him:

  • Volunteering his time with many community organizations.
  • Biking the back roads of Tuscarawas County early in the morning.
  • Spending time with his family.