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ERISA & Tax Services

ERISA & Tax Financial Services, LLC

ERISA & Tax Financial Services, LLCERISA & Tax Financial Services, LLCERISA & Tax Financial Services, LLC

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Focusing on Participants, Plans and Sponsors

Serving the ERISA Community

ERISA & Tax Financial Services, LLC works with an extensive and experienced network of professionals in the business community dedicated to providing retirement plan and health and welfare plan services. ERISA & Tax is a woman-owned CPA Firm in the State of Ohio providing services throughout the USA and beyond.

Plan Business Services

Qualified and Medical Plan Compliance

Qualified and Medical Plan Compliance

Qualified and Medical Plan Compliance

  • Retirement Plan Design and Administration
  • Compliance Testing
  • Plan Document Services
  • Distribution Planning and Tax Consulting
  • 403(b)/Church Plans Specialty 
  • DB/DC Combo Plans with Industry Partners
  • ERISA Help Desk Support Program
  • Plan Terminations/Orphan Plans
  • Medical Plan Design and Tax Analysis




LICENSED FOR WOLTERS KLUWER PRODUCTS INCLUDING CCH AND FTWILLIAM:


https://www.wolterskluwer.com/en


Regulatory

Qualified and Medical Plan Compliance

Qualified and Medical Plan Compliance

  • Form 5500, Form 5500 SF, Form 5500 E-Z
  • Form 8955-SSA, Form 5330, Form 5558, Form 1099-R
  • Forms 1094/1095, PCORI and related Affordable Care Act filings
  • Technical Update Alerts


Specialty Tax & Compensation/Benefits

Qualified and Medical Plan Compliance

Specialty Tax & Compensation/Benefits


  • IRA Consulting, including SEP IRA and SIMPLE Plans
  • Fringe benefit compliance
  • Executive Compensation and ESOP expert referral program
  • FBAR and FATCA retirement compliance
  • Retirement and health plan guidance for international companies and Ex-Pats
  • Fiduciary compliance reviews
  • Investment platform, payroll service and advisor guidance/assistance in decisions
  • Outsourced employee benefit staffing
  • EPCRS, DFVCP, VFCP, and responding to regulatory agency summons including the IRS and DOL
  • Plan corrections and error resolution
  • Social Security, Medicare and HIPAA consulting



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