Retirement Plan Services

Drive Business Success With Custom Retirement Plan Solutions

Retirement Plan Customization | Business Asset | Ohio CPA FirmA well-structured, competitive retirement plan can fuel company growth, improve employee retention and position your organization as the employer of choice among prospective job candidates. A lot of work goes into designing and implementing a great retirement plan, but that doesn’t mean it has to be difficult. With the right team in place, you can build the retirement plan your company and your employees deserve while giving you the peace of mind of knowing that your “t’s” are crossed and your “i’s” are dotted.

Furthermore, plan fees should always be reasonable and transparent. Knowing and understanding your fees is part of fulfilling your fiduciary obligations. We will help you understand the fee structure of your plan. This service is available to all our clients. In fact, we have an independent fee benchmarking service that is available to help you periodically check the reasonableness of the fees for each of your plan service providers.

Learn more about what we can bring to the table by clicking through our sidebar. You can also keep reading to learn a little bit more about Rea's retirement plan services.

Who We Serve

Supporting Plan Sponsors Is Our Priority

Your business is unlike any others, so a cookie-cutter retirement plan and standardized services aren’t going to be enough. We make it a point to get to know you better so that we can provide you with the right amount of support right when you need it, whether you need recordkeeping and third-party administration (TPA) support or plan design and management assistance. As the sponsor of your company’s retirement plan, we will work closely with you to make sure your plan is working as it should while making sure to comply with all applicable laws and regulations. Additionally, we regularly provide plan sponsors with a variety of educational resources. Sign up for our free e-newsletter for plan sponsors for monthly retirement plan insight.

Partnering With Advisors Drives Success

Rea's retirement plan services team proudly partners with investment advisors across Ohio to serve our plan sponsor clients. Click here to find out how these relationships benefit all parties and why so many advisors have chosen to work with us.

Retirement Plan Services | Plan Sponsors & Plan Advisors | Ohio CPA Firm

Service You Can Depend On

Qualified retirement are required to file certain forms with the IRS and the DOL and also send out notices to plan participants. This can be overwhelming since the requirements vary depending on the type of plan and its circumstances. Our retirement plan services team is committed to providing you with smart retirement plan solutions for your business. Fortunately, we provide clients with the following services:

  • Annual testing and review
  • Annual data collection
  • Preparation of Annual 5500
  • Summary Annual Report
  • Minimum distribution notices
  • Administrative telephone support
  • Asset reconciliation
  • Participant distribution processing and vesting
  • Draft of plan document, SPD and amendments for review by legal counsel
  • Plan contribution calculation

We are also able to offer a range of services tailored to your cash balance plan needs.

Retirement Plan Services | Expertise | Ohio CPA FirmCertified Excellence

Rea’s retirement plan administration team is committed to accuracy, integrity and exceptional client service. The team holds a CEFEX-ASPPA certification, which signifies its commitment to adhere to a standard of excellence and dedication to retirement plan administration best practices. Rea’s retirement plan services team is proud to hold certification from the American Institute of Certified Public Accountants (AICPA) and the Accredited Investment Fiduciary® (AIF®).

Rea & Associates has been certified by the Centre for Fiduciary Excellence (CEFEX) as adhering to the industry's best practices for Third Party Administrators. Certification means that we undergo annual assessments to verify our continued adherence to the American Society for Pension Professionals and Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers.

CEFEX | ASPPA | Rea & Associates | Ohio CPA Firm

Let's Get To Work!

Contact us today to find out how a custom retirement plan can help you grow your business.

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