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:
- 11-K Audits
- 401(k) plans
- 403(b) plans
- Other 401(a) 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
Employee benefit plan tax services, including preparation of Forms 8955-SSA, 5330, 990, 990-T
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, VFCP and EPCRS)
Assistance with the RFP process to find plan service providers
