Rea Consulting Group, LLC

Firm Profile

Rea Consulting Group LLC is wholly owned by Rea & Associates, Inc, a regional CPA firm with 11 offices and over 200 professionals located throughout Ohio. The firm has been providing retirement plan consulting services, including plan administration services, since 1998. Other plan related services provided are plan design, plan management (including fiduciary governance), vendor search and fee benchmarking, as well as financial statement audits of over 100 retirement plans annually.

Key Contacts

Paul McEwan CPA, MTax, AIFA, 330-308-6827,

Steve Renner QKA, 330-308-6849,


Kinds of Plans Supported

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)
  • Other DC Plans

Target Market

Rea Consulting Group serves retirement plans in the start-up to $20 million market. We specialize in plan design and administration for plans sponsored by professional service groups, and other highly profitable, small businesses, including cross-tested 401(k) profit sharing plans and cash balance plans. Our ideal client understands the importance of retirement planning to the lives of their employees and seeks to maximize employee engagement and participation through creative retirement plan design.

Custodians Used

We work with a variety of platforms and custodians in partnership with the investment advisers to our clients.

Services Provided

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Plan Committee Meetings
  • Enrollment Meeting Support
  • Call Center