Paul McEwan

About Paul McEwan

Defined contribution plan design consulting, document and compliance services, including daily valuation and balance forward participant recordkeeping solutions. Rea credits all revenue sharing payments received from other plan providers against our own fees in a very transparent way that minimizes overall plan costs to participants. Retirement Plan Audit Services; Independent audits of all types of qualified plans, including welfare and retirement plans, to assist plan sponsors in meeting their ERISA Form 5500 filing requirement. Specialties: Fiduciary advisory services. Assisting plan trustees in documenting their fiduciary oversight activities and process and evaluating reasonableness of plan fees. Assisting plan investment advisors to work with their retirement plan clients to actively monitor and document fund performance and compliance with the plan investment policy statement.

Experience

1. Principal

   Rea

   Oct 1998 — Present

   I consult with qualified retirement plan clients and their investment advisors. Consulting projects are generally related to improving plan design, reducing fiduciary risk and plan costs of 401k plans, improving investment decision making processes and increasing overall 401k plan effectiveness through improved participant communication.I manage the qualified retirement plan administration practice for the firm which serves over 400 retirement plans.I provide technical knowledge and assistance to the qualified plan audit practice for the firm which provides audit services to about 125 plans.I currently serve on the firm\'s Board of Directors and on the firm\'s 401k plan advisory committee.

Education

• The Ohio State University Fisher College of Business

  BSBA, Accounting

  1982 — 1986

• The University of Akron

  Masters, Taxation

  1990 — 1995