Steve Renner
Principal, Director of Retirement Plan Services, Rea
- Role
- Principal, Director of Retirement Plan Services at Rea
- Location
- Dover, OH, US
- LinkedIn followers
- 500 followers
About Steve Renner
Over 27 years experience in the retirement plan industry. At Rea, we consult with…
Experience
Principal, Director of Retirement Plan Services
Feb 2008 — Present · New Philadelphia, OH, US
Third Party administration of 401(K) plans, including required IRS Non-Discrimination Testing, Allocation of Employer Contributions, Preparation of Form 5500 and all other 401(K) reporting requirements. Strategic plan design for employee benefit, and/or tax sheltering for small business owners. Cash Balance Plans. Fiduciary best practices consulting with plan sponsors. 401(K) fee analysis.
Education
The University of Akron
Business Administation
1987 — 1992
Dover High School
High School Diploma
1983 — 1987
Skills
- Defined Benefit
- Strategic Planning
- Small Business
- Financial Planning
- Analysis
- Retirement Planning
- Erisa
- Tax
- 401k
- Employee Benefits
- Investments
- Business Planning
- Defined Contribution
- Management
- Retirement
- Benefits Administration
- Pension Administration
- Pensions
- Mutual Funds
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