Wipfli logo

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. Steve’s analytical skills, attention to detail, and ability to explain technical concepts in everyday language have rightfully earned his clients’ 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