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.
Get started with a no cost consultation!Plan Business Services
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
- 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
- Consulting, including SEP IRA and SIMPLE Plans
- Fringe benefit compliance
- Executive Compensation and ESOP expert referral
- IRAs
- 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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