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?
- November 2018 - The IRS announced cost-of-living adjustments to the limits applicable for qualified plans and IRAs for 2019. To view the applicable limits, click here.
- November 2018 - The IRS issued proposed regulations for participant hardship distributions. In general, the new rules make it easier for participants to obtain hardship distributions.
- September 2018 - The IRS released Rev. Proc. 2018-52 modifying the Employee Plan Compliance Resolution System (EPCRS) and making significant changes to the process for making VCP submissions.
Walker Benefits…
Trusted Business Partner to the Financial Advisor Community!
