About Caron & Bletzer, PLLC | Core Values

Our Core Values:

• We will deliver consistently technically excellent professional services in our core areas of ERISA and tax.
• We will always maintain the highest standards of personal integrity in all that we do.
• We will demonstrate our commitment to client service by going above and beyond expectations in the delivery of our services.
• We will do all of this while respecting and embracing personal differences and working to foster teamwork with and between our staff and clients.
• We will work to encourage and promote the personal and professional growth of all of our team members.

Employee benefit plan audits of:

• 401(k) plans
• 401(a) plans
• 403(b) plans
• Money purchase pension plans
• Defined benefit pension plans
• Cash balance pension plans
• ESOPs
• Other hybrid plans
• Funded welfare benefit plans

ERISA consulting and other employee benefit plan services:

Form 5500 preparation and review

Representation in DOL and IRS examinations

Consulting in ESOP formation and transactions

Assistance in correcting problems involving late filings, plan administration and design, including self-corrections and submissions to the DOL and IRS under established correction programs (DFVCP and EPCRS)

Assistance analyzing plan fees and expenses

Assistance with the RFP process to find plan service providers