The growth of one of the nation’s largest tax, advisory and assurance firms is bringing together two established, Pennsylvania-based employee benefits organizations. It was announced today that Walker Benefits and Baker Tilly Vantagen will combine forces and operate as Baker Tilly Vantagen LLC.
In November 2021, Baker Tilly US LLP acquired Arnett Carbis Toothman, LLP along with its subsidiaries, which included Walker Benefits. At the time of this acquisition, Baker Tilly Vantagen had already been operating as a Baker Tilly subsidiary. The company has been in business since 1997. It focuses upon delivering high touch HR consulting and benefits administration support services to a diverse set of employers.
Since 1989, Walker Benefits has worked with financial advisors and plan administrators to implement meaningful employer retirement plan offerings. The combined entities share earned reputations of professional excellence and a demonstrated commitment to continuous client service. Together, they offer employers expanded services and integrated solutions that cut across a wider swath of the employee benefits spectrum.
“We are looking forward to working with our new colleagues at Walker
Benefits who share our approach and dedication to serving our clients,” said Kim Wylam, Baker Tilly Vantagen’s Managing Partner. “This combination will allow us to provide enhanced services and our shared vision and strategy will create additional opportunities for our clients and team members.”
About Walker Benefits
Walker Benefits, LLC is an independent, fee-based third-party administration retirement plan consulting company headquartered in western Pennsylvania, providing quality services to the retirement plan community since 1989. Walker Benefits specializes in qualified defined contribution plans and has developed custom-designed plans for 500+ clients.
About Baker Tilly Vantagen
Baker Tilly Vantagen is a visionary Human Resources Consulting and Administration firm – a business partner that balances people, technology, and strategy to create a high-touch client experience. Baker Tilly Vantagen serves organizations of all sizes that run the full gamut of business and industry – healthcare, higher education, retail, manufacturing, and public sector just to name a few. Baker Tilly Vantagen LLC is a subsidiary of Baker Tilly US LLP, one of the most recognizable names in professional services.
The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.