Providing retirement plan solutions to employers nationwide
Our innovative 4-step process makes it easy to satisfy your plan’s form 5500 audit requirements.
Retirement plan solutions we provide
ERISA CPA provides professional retirement plan solutions helping employers nationwide satisfy employee benefit plan requirements. ERISA CPA combines expertise, innovation, and technology to deliver unparalleled quality customer service.
401(k), 403(b), Profit-sharing, Money Purchase, Employee Stock Ownership, Cash Balance,and Traditional Defined Benefit plans.
Form 5500S and Related Schedules for Retirement and Health & Welfare Plans.
Plan Operational Failures, IRS And DOL Notices, Plan Committee Representation, Requesting/Analyzing Proposals from Plan Service Providers, and Plan Fee Benchmarking.
Committed to deliver
Retirement plan solutions
CPAs with over 30 years of combined experience, 100’s of plan audits performed, Employee Benefit Plan Audit Quality Center membership, and Advanced Plan Audit certifications.
Efficient and effective 4-step audit process, 100% remote cloud-based work environment, cyber security, and more.
Innovative Audit Process
Efficient and effective 4-step audit process, remote, cyber security,
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The Tennessee State Board of Accountancy (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.