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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
News
- November 2021 - The IRS released the plan limits for 2022. Click here.
- March 2020 - The CARES Act was signed into law on March 27, 2020 providing relief for plan sponsors and participants amid the Corona virus pandemic. To learn more, click here.
- December 2019 - The SECURE Act became law, making many changes designed to encourage plan participation and ease certain administrative burdens.
- To learn more about the new small employer tax credit for start-up plans, click here.
- To learn more about the changes to the RMD rules, click here.
Walker Benefits…
Trusted Business Partner to the Financial Advisor Community!
Arnett Carbis Toothman has Combined with Baker Tilly
Arnett Carbis Toothman, along with its subsidiaries Total Practice Management and Walker Benefits, has combined with Baker Tilly US, LLP (Baker Tilly), a leading advisory CPA firm that currently ranks 9th largest among CPA firms in the United States.
This combination highlights a shared vision and strategy that creates additional opportunities for our clients to enhance and protect their value through the additional services Baker Tilly can provide. Read more
