Carbis Walker LLP Logo
HomeButton Employment Health Care Manufacturing Construction Other Specialties More CW
 
Introduction to Walker Benefits, Inc.
 

Walker Benefits, Inc. ("Walker Benefits") is an independent Third Party Administration ("TPA") and Benefits Consulting Firm headquartered in Western Pennsylvania. Walker Benefits presently serves over 400 clients, and administers plans from one to one-thousand participants. Both Walker Benefits and Carbis Walker are members of The McGladrey Network, a service of RSM McGladery, LLP, Certified Public Accountants and Consultants, currently the 8th largest CPA firm in the country.

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, nonqualified deferred compensation plans, and health and welfare 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
  • Defined Benefit Pension Plans
  • 403(b) Tax-Deferred Annuity Plans
  • Employee Stock Ownership Plans
  • Supplemental Executive Retirement Plans
  • Cafeteria Plans and Flexible Spending Accounts

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 and Pennsylvania Bar Associations
  • American Society of Pension Actuaries (ASPA)
  • McGladrey Network for CPA’s
  • McGladrey Plan Administration & Consulting Team (MPACT)
  • Subscribers to The SunGard & Corbel network of pension products

Visit Walker Benefits at www.walker-benefits.com