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
Finance & AccountingView LinkedIn profile

About Steve Renner

Over 27 years experience in the retirement plan industry. At Rea, we consult with…

Experience

  1. Principal, Director of Retirement Plan Services

    Rea

    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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Steve Renner — Principal, Director of Retirement Plan Services at Rea in Dover, OH, US | Unifers