About Caron & Bletzer, PLLC | Mission Statement

Our Mission

Our mission is to provide our clients with financial services that contribute significantly to the growth, stability and success of their businesses, while developing long-term personal relationships and maintaining the highest standards of personal integrity.

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