Providing retirement plan solutions to employers nationwide

Our innovative 4-step audit process makes it easy to satisfy your plan’s form 5500 audit requirements.

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.

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.

Audits

401(k), 403(b), Profit-sharing, Money Purchase, Employee Stock Ownership, Cash Balance, and Traditional Defined Benefit plans.

Tax Prep

Form 5500 and Related Schedules for Retirement and Health & Welfare Plans.

Consulting

Plan design analysis, Correcting plan operational issues (e.g., late/delinquent contributions, incorrect plan compensation, participant eligibility/missed opportunities, etc.), Delinquent filings, IRS and DOL notices, Plan service provider analysis, Plan operation analysis, and more.

Committed to deliver

Retirement plan solutions

Expertise

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 certification.

Technology

Secure plan audit process, industry leading dynamic audit software, proprietary tools, and more.

Innovative Audit Process

Efficient and effective 4-step audit process, 100% remote work environment, automation, and more.

What our clients are saying

We appreciate and value a CPA firm focused only on providing quality retirement plan audit services. Jason Underwood and ERISA CPA provide the level of retirement plan expertise and client service all employers need.

CPA, CHFP, Chief Financial Officer

ERISA CPA came highly recommended by another CPA firm when we found ourselves and third party administrator needing help reconciling our plan’s activity in order to meet our Form 5500 deadline. Thankfully, we were not disappointed. Jason and his team jumped right in during the middle of busy season and with their expertise helped correct a prior year Form 5500 and met the current Form 5500 deadline.

Exec. VP, Operations

The first year we engaged ERISA CPA, our recordkeeper was able to brag on things having gone so smoothly and our being able to be ahead of schedule. ERISA CPA is great to work with, very efficient, and cost effective. I’m happy to recommend them to other employers.

Sr. VP, Human Resources