Angie Isakson

QKA
Senior Plan Consultant
Dublin, OH
Resident of Gahanna, OH
Rea Team Member Since 2015
  • Retirement Plan Compliance
  • Plan Administration
  • Plan Design

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

  • Retirement Plan Compliance Testing
  • Retirement Plan Design
  • Retirement Plan Audit
  • EPCRS Correction Procedures
  • Form 5500s

How we know she knows what she's doing:

  • She graduated cum-laude from Youngstown State University where she received her bachelor's degree in accounting.
  • She earned certification as a Qualified 401(k) Administrator
  • She has worked in the accounting industry since 1993 for a variety of companies including, Findley Davies, Inc., Fifth Third Bank, The Ohio Company and Bank One.

Furthering her professional development, Angie is involved with:

  • The American Society of Pension Professionals and Actuaries

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

  • Spending time with her family and watching them play baseball and softball
  • Hanging out by the pool and reading books
  • Working out at the gym

Inside The Mind Of...

  • What does "A Brighter Way" mean to you? "A Brighter Way" is a more intuitive and smarter solution to a situation or a problem.
  • Why do you choose to work at Rea? I chose to work at Rea because of the opportunities available here and the firm's associates.
  • What's your favorite aspect of your job? The reward of doing "a good job."
  • What line of The Rea Way describes you the best? Choose to be positive, every day

Just For Fun:

  • What makes you get out of bed every day? My children and husband
  • What is the number one reason you would hire you? Strong work ethic
  • What was your first job? Babysitting
I am a retirement plan expert specializing in plan design and implementation of qualified plans.