Author: Andrea McLane
Apr 1, 2019
episode 177 – what the heck is a retirement plan census?
The often forgotten retirement plan census can sneak up on you if you're not careful! Listen to (or watch) this episode of unsuitable on Rea Radio to learn more about these forms from Rea's superstar retirement plan consultant, Andrea McLane.
Jul 31, 2017
episode 92: how to avoid common mistakes & design the ideal retirement plan
Retirement planning is a team sport: participants, employers and trusted advisors need to work together to protect participants and ensure the plan is well-designed. Andrea McLane, QKA, a manager on Rea’s pension administration team in the firm’s Dublin, Ohio, office, joins us on this episode of unsuitable on Rea Radio to talk about what business … Continued
Mar 22, 2017
Avoid Audit Issues, Substantiate Your Hardship Distribution Claims
Plan sponsors and Third Party Administrators have been without access to a structured set of guidelines to help them adequately substantiate hardship distribution claims – until now.
Nov 25, 2015
Plan Sponsors: Don’t Miss The Dec. 1 Deadline To Provide Year-End Notices
Can you believe December is only a few days away?! It’s true. And that means it’s time for 401(k) plan sponsors to buckle down because the deadline to provide year-end notices to employees is Dec. 1. Read on to learn what information you must provide to your employees.