Cost-Effective, Stress-Free Retirement Plan Audits
Reliable, Remote Audits to Help Your Business Stay Compliant & Moving Forward
Your plan audit shouldn’t slow you down.
At ERISA CPA, we leverage our expertise to simplify your audit and maximize your experience so you can stay focused on what matters — your business and your employees.
- Specialized 401(k) & 403(b) auditors with deep expertise
- 100% remote process – no disruptions, no stress
- Timely, year-round audit services to help avoid extensions
- A streamlined 4-step process that makes audits effortless
- Competitive pricing with no surprise fees
- Maintain your existing accountant relationships – let us handle the plan audit
Plan Audits Made Simple, Trusted Expertise for Your Compliance Needs
Minimize your time and maximize your experience
Combining expertise, innovation, and technology to provide unparalleled customer service and audit quality without interfering in your day to day responsibilities.
Our Commitment
ERISA CPA was founded in 2011 to better satisfy service and compliance needs of employers sponsoring retirement plans. Our time and resources are dedicated year-round to providing quality retirement plan services.
Your Benefit
Working with experienced plan auditors assures the most efficient use of your time while receiving quality independent plan audit services.
Why Choose Us
We’re not just another CPA firm—our mission is to be the preferred independent qualified public account (IQPA) for employers and retirement plan sponsors in fulfilling their annual Form 5500 audit requirement. We are committed to being a trusted resource in ERISA compliance and financial accuracy, providing expert, efficient, and reliable audit services.
A Straightforward Plan Audit Process
Whether initial or ongoing, our goal is to improve your audit experience and results.
Dynamic Audit Software
Our audits can help identify compliance issues before they become costly problems.
Efficient and Secure Data Collection
We retrieve information directly from plan service providers, reducing employer requests and time.
Timely Reporting
Our audit process is designed to help employers and plan sponsors avoid Form 5500 extensions.
Consistent
Experienced Staff
Maintain staffing relationships and no unnecessary office visits
What Our Clients Say
Retirement Plan Service Providers
ERISA CPA works with any and all retirement plan service providers, including but not limited to the following:
Get a Plan Audit Proposal Today
Let’s take the stress out of your next audit. ERISA CPA provides expert, efficient, and hassle-free audits so you can focus on running your business.
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.
