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
- 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
- Attended several conferences and received hundreds of hours of continuing education