Jason Underwood CPA, PLLC d/b/a ERISA CPA, a boutique public accounting firm uniquely qualified to provide independent audits of employee benefit plans.

 
 

Does your retirement plan’s Form 5500 require a plan audit and opinion of an independent qualified public accountant? If so, we can help. Our expertise is your resource for meeting this requirement and meeting your fiduciary responsibilities under the Employee Retirement Income Security Act of 1974 (ERISA). As your plan auditor, we maintain a current understanding of the Department of Labors (DOL) Rules and Regulations for Reporting and Disclosure under ERISA affecting your plan to assist you in meeting your legal responsibility to file a complete and accurate annual Form 5500 and protecting the financial integrity of your plan. Plan audit services include full and limited scope audits of defined contribution and defined benefit plans including:

  • 401(k)
  • 403(b)
  • Employee Stock Ownership Plans
  • Profit-sharing
  • Money purchase pension
  • Cash balance

 

 

The Tennessee State Board of Accountacy (TSBA) does not certify individual CPAs or CPA firms as specialists in any area of accounting, likewise Jason Underwood CPA, PLLC, (Tennessee Permit No. 3918) is not certified as an ERISA specialist by the TSBA.