ERISA CPA

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

Retirement plan solutions we provide

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

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

Plan Operational Failures, IRS And DOL Notices, Plan Committee Representation, Requesting/Analyzing Proposals from Plan Service Providers, and Plan Fee Benchmarking

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 certifications

Plan audit perfectionists, continuously improving service and quality, developing Efficient and effective 4-step audit process, remote, cyber security,

What Our Clients Are Saying

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

Jason Underwood CPA PLLC PO Box 4735 Chattanooga, TN 37405 (423) 799-0822