Walker Benefits, Inc. is an independent Third Party Administration and Benefits Consulting Firm headquartered in Western Pennsylvania. Walker Benefits is affiliated with Carbis Walker LLP, a large regional Certified Public Accounting and Business Consulting Firm established in 1946. Walker Benefits presently serves over 500 clients, and administers plans from one to one thousand participants. Through Carbis Walker, Walker Benefits is a member of The McGladrey Network, the national accounting firm association of RSM McGladrey, Inc. RSM McGladrey and McGladrey & Pullen have an alternative practice structure that enables them to work together to serve clients’ business needs. When considered together the two companies rank as the fifth largest provider of accounting, tax and business consulting in the United States.
Our Philosophy.
Walker Benefits is proud to provide quality, independent advice and service to our clients to enable them to achieve their retirement and employee benefits planning goals. Walker Benefits is dedicated to assisting clients in the highest tradition of ethical standards, quality control, and reliability.
Our Services.
Walker Benefits provides a wide range of employee benefits services, including general consulting and administration for qualified pension plans. We can assist you in every step of the process, such as general benefits consulting; plan selection and design; plan documentation, implementation, and qualification; plan administration and compliance; plan review and audit; and various other benefits and human resources related services.
Our Plans.
Walker Benefits will assist you by selecting the type of plan appropriate for your company and employees. Our basic options include:
- 401(k) Traditional Plans
- 401(k) Safe Harbor Plans
- Profit Sharing Plans
- Money Purchase Pension Plans
- “New Comparability” or “Cross-Tested” Plans
- Davis-Bacon/Prevailing Wage Plans
- 403(b) Tax-Deferred Annuity Plans
- Employee Stock Ownership Plans
Our Resources.
Walker Benefits provides the best services possible to its clients by maintaining a strong network of resources and a team of benefit specialists in the following organizations:
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- American Society of Pension Professionals and Actuaries (ASPPA)
- McGladrey Network for CPA’s
- McGladrey Plan Administration & Consulting Team (MPACT)
- Subscribers to The SunGard & Corbel network of pension products
For more information, please visit www.walker-benefits.com. |
