Our Mission
The Walker Benefits team strives to bring lasting and long-term value to the retirement planning process. We firmly believe in – and work toward – an interdependent relationship between the Financial Advisor and the Plan Sponsor. This belief is supported by our commitment to first-class plan design, administration, and consulting.
Why team with Walker Benefits
- We understand and respect the relationship between the Financial Advisor and the Plan Sponsor and we work diligently to add value to enhance this relationship.
- We regard each client individually to design a retirement plan that best meets their unique needs.
- Our administrators are thoroughly trained in plan design, administration, and compliance (within the guidelines established by the IRS and DOL) as well as in Form 5500 preparation and filing.
- Our specially trained staff is diligent in keeping our clients informed and in compliance with the myriad of complex rules and regulations established by the IRS and DOL.
- We are able to work with all recordkeepers allowing Financial Advisors to choose the best options for their clients.
- We provide “local” TPA service with a focus on:
- EXPERT plan design, administration, and compliance
- consistent staffing assignments—you get to “know” your administrator
- personal and prompt services
- access to specialists and management staff when needed
What’s New?
- October 2017 - The IRS announced cost-of-living adjustments to the limits applicable for qualified plans and IRAs for 2018. To view the applicable limits, click here.
- August 2016 The IRS released Rev. Proc. 2016-47 providing a new “self-correction” program for taxpayers who miss the 60-day window for rolling over a distribution from an IRA or qualified retirement plan.
- January 2016 - The IRS released Notice 2016-16 providing guidance on amending safe harbor 401(k) plans mid-year.
Walker Benefits…
Trusted Business Partner to the Financial Advisor Community!
