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Benefits Consulting Firms
Alphabetical directory; please purchase a PDF version of the list as it appeared in the paper if you wish to see a ranked list
Rank
Company
Website
Phone
Headquarters
Year established locally
Services provided
1
AFLAC - Lehigh Valley
www.ez2elect.com
610-433-5297
Allentown
1974
Internal Revenue Code Section 125 cafeteria benefit plans, worksite enrollment, payroll-deduction insurance policies, flexible spending accounts
2
Alan Ross & Co. PC
www.rosscpa.com
610-779-9555
Reading
1985
Accounting, employee benefits plans, consulting specialties, tax services, small-business services, financial planning
3
Arbor Insurance Group Inc.
www.arborig.com
610-437-3340
Allentown
1958
Business insurance, personal insurance and employee benefits
4
Beirne Wealth Consulting
www.beirnewealth.com
610-295-1083
Milford, Conn.
2011
401k, 457, 403b, defined benefit consulting, defined contribution consulting, investment analysis and advice
5
Beyer-Barber Co.
www.beyerbarber.com
610-435-9577
800-423-9377
Allentown
1943
Actuarial and consulting services
6
Brown & Brown of Lehigh Valley LP
www.bbinslv.com
610-974-9490
800-634-8237
Daytona Beach, Fla.
2000
Personal insurance, commercial business, employee benefits, health and human services
7
BSI Corporate Benefits LLC
www.bsicorporate.com
484-821-1300
Bethlehem
2003
Employee benefits consultants
8
Caruso Benefits / National Penn Insurance
www.carusobenefits.com
610-865-0261
Bethlehem
1971
Consultative insurance services and products for personal and business needs, customized solutions for health care and employee benefits, business insurance and workers’ compensation, as well as individual protection for home, auto and life
9
Client 1st Financial LLC
www.client1stfinancial.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits
10
Coastal Employee Benefits Group
www.coastalbene.com
610-861-8166
Montville, N.J.
2002
Insurance agency
11
COBRA Care Advisors Inc.
www.cobra-care.com
484-661-4777
Macungie
2008
COBRA health insurance administration services
12
ETA Benefits Group
www.etabenefits.com
570-669-5050
Nesquehoning
1999
Combination of fee-based benefit consulting services in addition to commission-based procurement of health, dental, life and disability insurance programs
13
HMK Insurance
www.hmk-ins.com
610-868-8507
Bethlehem
1914
Self insurance, cafeteria offerings, Obamacare compliance for all-size businesses
14
Human Resource Administrators Inc.
www.hradministrators.com
610-282-4215
800-460-0738
Bethlehem
1996
Third-party claims, COBRA health insurance, health reimbursement arrangement, health savings accounts, flexible spending account administration
15
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
Qualified and nonqualified plans, investment of plan assets, compliance review, plan design and administration, personal wealth management, planning, investment brokerage, 401k, profit sharing, defined benefit, IRA, Roth, 529 plans
16
John Yurconic Agency
www.yurconic.com
610-770-6600
Allentown
1969
Auto, home, business, life and health insurance, notary, driver's license and vehicle registration services, benefits consulting
17
Kistler Tiffany Benefits
www.ktbenefits.com
610-437-3606
800-396-4309
Berwyn
2004
Cost-benefit advice, human resources services, consulting, including wellness initiatives, benefit technology, solutions and compliance
18
Lehigh Valley Benefits Group
www.lvbenefits.com
610-336-4800
Indianapolis, Ind.
2002
Employee benefits services
19
Peerless Business Advisors
www.peerlessbusinessadvisors.com
610-798-2501
Center Valley
2012
Business owner succession, continuation, and exit planning. Insurance analysis. Buy-sell agreement funding. Executive and group benefits review. Estate and retirement planning.
20
Populytics
www.populytics.com
484-862-3500
866-733-6158
Allentown
2013
Combines benefit administration expertise and advanced analytics to evaluate the effectiveness of health plans in terms of cost control, utilization, consumer engagement, market trends and regulatory compliance
21
Power Kunkle Benefits Consultant
www.pkbenefits.com
610-685-1790
Wyomissing
DNR
Employee benefits services
22
Promus Financial
www.promusfinancial.com
610-295-6400
Allentown
DNR
Retirement and incentive programs, deferred compensation, supplemental executive retirement plans, long-term incentive programs, welfare benefit assessments, disability, long-term care, financing strategies
23
Stuart Benefits Consulting LLC
www.stuartbc.com
610-419-1535
Bethlehem
DNR
Benefits consulting, Medicare, group/individual medical, dental, vision, life, disability, voluntary and worksite
24
The Equinox Agency LLC
www.agentequinox.com
610-366-3777
866-255-2247
Allentown
2005
Employee benefits, human resources technology, private exchanges, health care reform
25
Univest Insurance Inc.
www.univest.net
610-966-1315
800-220-3077
Coopersburg
1922
Commercial insurance solutions, employee benefits, business continuation planning, key person and buy-sell funding, life, disability and personal insurance
 
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