WBI is an independent fee-based Third Party Administration and Benefits Consulting Firm with offices in New Castle, Pittsburgh, Butler, Meadville and Erie, Pennsylvania. Walker Benefits, Inc. is a member of the Carbis Walker Group, which is an affiliation with Carbis Walker LLP, a large regional Certified Public Accounting and Business Consulting Firm established in 1946.

WBI currently serves over 600 clients and administers plans from one to one thousand participants. We provide a wide range of employee benefits services, including general consulting and administration for qualified retirement plans. WBI provides quality, independent advice and service to clients to enable them to achieve their retirement and employee benefits planning goals.

WBI is a member of The McGladrey Network, the national accounting firm association of RSM McGladrey, Inc. through Carbis Walker. We are also members of:

• American Society of Pension Professionals and Actuaries (ASPPA)
• American Institute of Certified Public Accountants (AICPA)
• Pennsylvania Institute of Certified Public Accountants (PICPA)
• McGladrey Plan Administration & Consulting Team (MPACT)
• Subscribers to The SunGard & Corbel network of pension products

WBI IS NOT affiliated with any financial or investment companies or institutions. Walker Benefits can work with your existing broker, financial advisor, or other representative to design the best employee benefits program for your company. However, Walker Benefits is proud to also offer access to the following specialized programs whenever requested by our clients in order to facilitate the implementation of their benefit program:

• John Hancock Financial
• American Funds
• Nationwide
• Scudder/ADP
• Bisys/Link-In-Sight
• Hartford
• Lincoln
• MFS
• ING

Disclaimer – Walker Benefits, Inc. is an independent Third Party Administration Firm, and, as such, does not render legal and financial advice to its clients