ABOUT US
National Employee Benefit Plan Specialists
For more than 32 years, Caron Bletzer has helped plan sponsors navigate employee benefit plan audits with confidence and specialized expertise.
Contacts usDedicated ERISA Audit Specialists Since 1993
Since 1993, Caron Bletzer has focused exclusively on employee benefit plan audits and ERISA compliance services. Our specialized approach allows us to deliver efficient audits, consistent communication, and a streamlined client experience backed by decades of industry expertise.
Our Commitment Backed by Trusted Industry Associations
Our Commitment to Quality
We are committed to delivering high-quality employee benefit plan audits through:
- Decades of specialized ERISA audit experience
- Ongoing training and regulatory education
- A collaborative, communication-focused approach
- Consistently complimentary peer review results
OUR MISSION
Caron Bletzer’s mission is to deliver specialized, high-quality audits of employee benefit plans with unwavering reliability, technical excellence, and continuous innovation that enhances audit quality. We are committed to safeguarding sensitive data and upholding the highest standards of security and compliance, giving plan sponsors the confidence, clarity, and peace of mind that come from working with specialists they can trust.
Set in Deep Rooted Values
We will consistently deliver excellent professional services in our core areas of ERISA.
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.
Ready for an Efficient Employee Benefit Plan Audit?
With decades of ERISA audit experience, Caron Bletzer helps plan sponsors navigate employee benefit plan audits with confidence, efficiency, and specialized expertise.
FAQs
What does an employee benefit plan specialist do?
Employee benefit plan specialists focus on auditing and compliance services for ERISA-governed plans such as 401(k), pension, ESOP, and health and welfare benefit plans. These audits require specialized technical knowledge and experience with Department of Labor and IRS regulations.
Why should companies work with employee benefit plan specialists?
Employee benefit plan specialists understand the unique reporting, compliance, and operational requirements associated with ERISA plans. Specialized firms can often provide a more efficient audit process, deeper technical expertise, and reduced compliance risk compared to general accounting firms.
What types of employee benefit plans do you audit?
Caron Bletzer audits a wide range of plans, including:
- Defined contribution plans
- Defined benefit pension plans
- ESOPs
- Health and welfare benefit plans
- Multiemployer plans
- Non-retirement benefit plans
How long has Caron Bletzer specialized in employee benefit plan audits?
Since 1993, Caron Bletzer has focused exclusively on employee benefit plan audits.
Blogs
How Retirement Plan Advisors Can Evaluate an ERISA Audit Firm Before Making a Referral
When a plan sponsor asks who can handle their ERISA audit, it can be tempting to provide the name of a CPA or accounting firm you already know. But an audit referral is more than simply passing along a contact. While the advisor is not responsible for performing or managing
When Is a 401(k) Audit Required? Common Misconceptions Plan Sponsors Should Know
Managing a retirement plan comes with significant responsibilities, and understanding when a 401(k) audit is required is one of the most important responsibilities. For many plan sponsors, 401(k) audit requirements can feel confusing, especially as regulations evolve and compliance expectations continue to grow. One of the biggest misconceptions is that
Understanding the Filing Timeline and Form 5500 Due Date for Plan Sponsors
Managing a retirement plan is a year-round responsibility that culminates in one critical regulatory filing. The form 5500 due date is the deadline for reporting a plan’s financial condition, investments, and operations to the Department of Labor (DOL) and the IRS. For many plan sponsors, this date marks the finish