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.
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.
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.
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.
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