Archive for the ‘Caron & Bletzer News’ Category

ERISA Benefit Plan Auditor Market Share: New England

ERISA Benefit Plans of New England 6,080 ERISA benefit plans in the New England region plans obtained audits. Caron & Bletzer led the pack with 377 audited plans, and PwC was not far behind with 291 plans. Source: http://www.auditanalytics.com/blog/leading-erisa-benefit-plan-auditors-in-california-texas-and-new-england/

Marcia Baker Promotion Announcement

It is with great pleasure that we announce the promotion of Marcia Baker, CPA to Principal effective January 1, 2017.  Since joining Caron & Bletzer, PLLC in 2006, she has focused her time on complex ERISA engagements including but not limited to employee stock ownership plan audits, 11-K filings and medical plan audits.   Marcia […]

2017 Retirement Plan Limits Announced

Last Thursday, the IRS announced new statutory limits for 2017. The most important changes applicable to retirement plans are outlined below. The most visible limits to the public, those that affect the amount participants can contribute to a plan, remain unchanged.  The §402(g) elective deferral (employee contribution) limit and the “catch-up” contribution limit both remain […]

The U.S. DOL Issues New Report on Employee Benefit Plan Audit Quality

Last week, the U.S. Department of Labor (the “DOL”) issued a damning report on its latest study of the quality of required audits of employee benefit plans.  The report, titled “Assessing the Quality of Employee Benefit Plan Audits” can be accessed at the Department’s website, at www.dol.gov/ebsa/pdf/2014AuditReport.pdf.  The DOL reviewed 400 audits out of the […]

C&B Runners Go the Distance…Again!

We had a great time at the Cigna/Elliot 5k in August.  We are proud to say that fifteen Caron & Bletzer team members participated in 2014.  The photo is missing three great team members (Kelsey, Marcus, and Matt B) who missed the photo op, but made it just in time to run!

C&B Runners Go the Distance

Congratulations to team Caron & Bletzer for their outstanding effort in the 21st Annual Cigna/Elliot Corporate 5K Road Race in Manchester, NH!  The race is a celebration of health and fitness and a great way to build team spirit.  Our women’s team finished 25th out of 116 teams while the men were 65th of 99.  […]

C&B Tax Presentation on Itemized Deductions – Rescheduled for Wednesday March 20th

Caron & Bletzer, PLLC will be sponsoring a presentation entitled “Tax Deductions on Your 1040” at the Kingston Library on Wednesday, March 20, 2013 at 12:00.  The presentation will last about 45 minutes and be led by Kelly Root, CPA and Nora Tellifson, CPA.  Refreshments will be offered.  The Kingston Library is located at 2 […]

Ann Driscoll Promoted to Principal

We are very pleased to announce that effective July 1, 2012, Ann T. Driscoll, CPA has joined the partnership as Principal.  Ann has been with the firm since 1999.  Prior to joining Caron & Bletzer, Ann served as Finance Manager at Healthsource Preferred, and as Audit Manager at Coopers & Lybrand (now PricewaterhouseCoopers, LLP).  While […]

2012 Retirement Plan Limits Were Recently Announced

Finally, cost of living adjustment (COLA) figures have moved enough to cause retirement plan contribution limits to rise after remaining the same for three years in a row.  On October 20, 2011, the IRS announced the new limits for 2012.  The elective deferral (employee contribution) limit increases from $16,500 to $17,000 for 401(k), 403(b) and […]

Jeff Polchlopek Joins the Partnership

We are pleased to announce that Jeff Polchlopek, who has been with the firm for over 10 years, was promoted to partner at Caron & Bletzer, PLLC. Jeff is an audit partner in the ERISA practice, and runs many of the firm’s more complex employee benefit audits. His practice has a particular emphasis on clients […]