Our innovative 4-step process makes it easy to satisfy your plan's form 5500 audit requirements. Combining expertise, innovation, and technology to provide unparalleled customer service and audit quality without interfering in your day to day responsibilities. 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. Working with experienced plan auditors assures the most efficient use of your time while receiving quality independent plan audit services. ERISA CPA provides professional retirement plan solutions helping employers nationwide satisfy employee benefit plan requirements.
Plan design, administration, reporting, independent audits, and everything in between, ERISA CPA combines expertise, innovation, and technology to deliver unparalleled quality customer service. Plan Operational Failures, IRS And DOL Notices, Plan Committee Representation, Requesting/Analyzing Proposals from Plan Service Providers, and Plan Fee Benchmarking.
Our time and resources are dedicated year-round to providing quality retirement plan services. Working with experienced plan auditors assures the most efficient use of your time while receiving quality independent plan audit services. ERISA CPA provides professional retirement plan solutions helping employers nationwide satisfy employee benefit plan requirements.
Plan design, administration, reporting, independent audits, and everything in between, ERISA CPA combines expertise, innovation, and technology to deliver unparalleled quality customer service. Plan Operational Failures, IRS And DOL Notices, Plan Committee Representation, Requesting/Analyzing Proposals from Plan Service Providers, and Plan Fee Benchmarking.
Services
Managing Member at ERISA CPA, with twenty years of experience providing professional retirement plan services from plan design, administration, consulting, and independent plan audits to employers in practically all industries including healthcare, service providers, manufacturers, financial institutions, professional sports and more.
Jason is a member of the American Institute of Certified Public Accountants (AICPA) and Tennessee Society of Certified Public Accountants (TSCPA).
In addition to attending the annual AICPA Employee Benefit Plan (EBP) Conference regularly, Jason has served on the TSCPA EBP Conference Task Force and presents on EBP topics to plan sponsors, third party administrators, and CPAs.
Jason is a member of the American Institute of Certified Public Accountants (AICPA) and Tennessee Society of Certified Public Accountants (TSCPA).
In addition to attending the annual AICPA Employee Benefit Plan (EBP) Conference regularly, Jason has served on the TSCPA EBP Conference Task Force and presents on EBP topics to plan sponsors, third party administrators, and CPAs.
Generally, if the number of participants at the beginning of the plan year is 100 or more, independent audited plan financial statements must be filed with the plan's annual return/report, Form 5500.
Contact us if you have any questions concerning participant counts and audit filing and reporting requirements.
Eligible small plans do not require an independent plan audit.
Contact us if you have any questions concerning participant counts and audit filing and reporting requirements.
Eligible small plans do not require an independent plan audit.
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