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Partners and associates

Steven Blom Helena

910 N Last Chance Gulch
Helena, MT 59601

Tel:

406.442.5520


Email: sblom@wipfli.com

Steven A. Blom, CPC, QPA, QKA, ERPA

Employee Benefits Partner

Steve Blom is the partner in charge of managing and expanding the retirement plan third-party administration (TPA) practice for the Northwest Region. With 22 years of experience, he has a gift for designing retirement plans that suit the unique needs of his clients, from small professional groups to large companies. Steveā€™s analytical skills, attention to detail, and ability to explain technical concepts in everyday language have rightfully earned his clientsā€™ trust. He is adept at all aspects of qualified retirement plan administration including plan design, consulting, conversions, compliance testing, and government reporting.

Certifications
  • Certified Pension Consultant
  • Qualified Pension Administrator
  • Qualified 401(k) Administrator
  • Enrolled Retirement Plan Agent
Professional Memberships and Activities
  • American Society of Pension Professionals & Actuaries (ASPPA) - Member
  • Kiwanis Club of Helena - Board member
  • United Way of the Lewis & Clark Area - Former board member
  • Frequent presenter on retirement plan issues for attorneys, CPAs, and investment professional

Areas of Focus

  • Retirement plan design and compliance
  • Retirement plan consulting for small to midsized businesses
  • Form 5500 preparation for retirement and welfare plans
  • Delinquent Filer Voluntary Compliance Program for Form 5500

Education

University of Dayton
  • Bachelor of science degree in accounting
ASPPA
  • Attended several conferences and received hundreds of hours of continuing education