Andrea McLane | Rea CPA

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.

episode 177 – transcript

Read the “official transcript” of this episode of unsuitable on Rea Radio to read what Andrea McLane discussed about the retirement plan census form and why you must fill one out.

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