Erisa CPA

Erisa CPA is a certified public accounting practice that audits employee benefit plans for employers across the United States. It was founded in 2011 to meet the compliance needs of companies sponsoring retirement plans.

What Erisa CPA offers

• Plan audits — independent audits to satisfy Form 5500 requirements, run through a four-step process.
• Form 5500 work — preparation of the form and related schedules for retirement and health and welfare plans.
• Consulting — plan design analysis, correcting operational failures such as late contributions, handling IRS and DOL notices, and reviewing plan service providers.
• Tax preparation — tax work for benefit plans.

Who it works with

Employers that sponsor retirement plans of many kinds, from 401(k) and 403(b) plans to cash balance and traditional defined benefit plans, including multiple employer and pooled employer arrangements.

Key facts

• Based in: Chattanooga, Tennessee
• Founded: 2011
• Experience: CPAs with over 30 years of combined experience
• Membership: Employee Benefit Plan Audit Quality Center