Andrea McLane

CPA, QKA
Senior Manager, Retirement Plan Consultant
Dublin, OH
Resident of Columbus, OH
Rea Team Member Since 2008
  • 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 Andrea 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:

  • The American Society of Pension Professionals and Actuaries
  • FIS | Relius Midwest User Group (Board member)

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

  • Coaching basketball at St. Timothy
  • Playing softball
  • Watching her children play volleyball

Inside The Mind Of...

  • What does "A Brighter Way" mean to you? Providing sound advice to clients so that they may be successful in their business endeavors.
  • What's your favorite aspect of your job? I enjoy talking to my clients.
  • Describe your work style. I am focused on responding to a client's request timely. I want to alleviate the stress they may feel of managing their retirement plans.

Just For Fun:

  • What did 10-year-old you want to be when you grew up? A doctor
  • What was your first job? I was a sales associate at Koenig Sporting Goods
  • What is the best restaurant you've ever eaten at? G. Michaels in German Village
A detail-oriented professional who is devoted to career and family.