Partnerships
Partnering With Caron Bletzer
Extend your firm’s capabilities by teaming up with a national leader in employee benefit plan audits.
Strengthen Your Services Without Stretching Your Staff
When your clients need an employee benefit plan audit, our team is here to step in. As one of the largest dedicated employee benefit plan audit firms in the country, we offer the specialized knowledge and professionalism your clients require.
Here’s what we bring to the table:
- 30+ years of ERISA audit experience — it’s all we do
- A commitment to quality and professional excellence
- A solution that allows your team to focus on their specialties
- A track record of successful firm-to-firm partnerships
Our Commitment Backed by Trusted Industry Associations
Why Partner With Us?
Unmatched Expertise
Our exclusive focus on EBP audits enables us to bring deep regulatory knowledge and years of specialized experience to your clients’ audits.
A Streamlined Audit Process
With our collaborative practice management application, all aspects of your audit — from communications to file sharing — are centralized for a faster, smoother, more organized experience.
Consistent Quality
With rigorous internal reviews, ongoing ERISA training and a history of clean peer reviews, we deliver high-quality audits you and your clients can trust.
Always Partnership, Never Competition
As specialists, our work stops at EBP audits, ensuring we’ll never compete with your firm.
Our Employee Benefit Plan Audits
Defined Contribution Plan Audits
Comprehensive audits of your clients’ 401(k), 403(b) and 401(a) plans as well as for SEC Form 11-K.
Employee Stock Ownership Plan (ESOP Audits)
ESOP audits that consider complexities from valuation reports to notes payable for leveraged plans, as well as review of the year’s allocation.
Defined Benefit Plan Audits
Thorough and collaborative audits of your clients’ defined benefit and cash balance pension plans.
Non-Retirement Benefit Plan Audits
Funded welfare benefit plan audits prepared with the same depth of knowledge and precision we bring to any other ERISA engagement.
LET'S TALK
Ready to See What a Partnership With Caron Bletzer Can Do for Your Firm?
We’re here to be a resource for you and your clients. Let’s connect to discuss how we can support your team with reliable employee benefit plan audit services.