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LVB Lists: the best place for information about business in the Great Lehigh Valley!



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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
Columbus, Ga.
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, auditing, employee benefit 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 benefits consulting services
6
Brown & Brown of Lehigh Valley LP
www.bbinslv.com
610-974-9490
800-634-8237
Daytona Beach, Fla.
2000
Employee benefits, personal home and auto insurance, commercial insurance, self-funding, captives, consortiums, risk management, workers' compensation, wellness programs, human resource information systems
7
BSI Corporate Benefits LLC
www.bsicorporate.com
484-821-1300
Bethlehem
2003
Employee benefits consulting, human resources services to implement wellness programs to ensure health care reform compliance
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, individual protection for home, auto, life, health and Medicare
9
Client 1st Financial LLC
www.client1stfinancial.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits
10
COBRA Care Advisors Inc.
www.cobra-care.com
484-661-4777
Macungie
2008
Consolidated Omnibus Budget Reconciliation Act health insurance administration services
11
Engle-Hambright & Davies Inc. (EHD)
www.ehd-ins.com
610-374-4893
Lancaster
DNR
Commercial and personal insurance, employee benefits
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, small-business accounting services
13
GF Pension Corp.
www.gfpension.com
610-974-9525
800-360-4015
Bethlehem
1989
Qualified retirement plan design, administration and actuarial services
14
HMK Insurance
www.hmk-ins.com
610-868-8507
Bethlehem
1914
Business insurance, employee benefits, personal insurance
15
Human Resource Administrators Inc.
www.hradministrators.com
610-282-4215
800-460-0738
Center Valley
1996
Third-party claims, Consolidated Omnibus Budget Reconciliation Act health insurance, health reimbursement arrangement, health savings accounts, flexible spending account administration
16
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
Qualified and nonqualified plans, employee benefits, insurance services, investment of plan assets, compliance review, plan design and administration, personal wealth management, planning, investment brokerage, 401k's, profit sharing, defined benefit, individual retirement accounts, Roth, 529 plans
17
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
18
Kistler Tiffany Benefits
www.ktbenefits.com
610-437-3606
800-396-4309
Berwyn
2006
Employee benefits, fully insured and self-insured group medical, dental, life, disability, vision, voluntary coverages, executive benefits, member advocate services, proprietary bill reconciliation services and online open enrollment human resource information system
19
Kressler Wolff & Miller
www.kresslerwolffandmiller.com
610-258-9181
Easton
1923
Business and nonprofit insurance and consulting, group and individual benefits programs and administration, homeowners and auto insurance
20
Lehigh Valley Benefits Group
www.ubabenefits.com
610-336-4800
Indianapolis, Ind.
2002
Employee benefits services
21
Mass Mutual Financial Group Eastern Pennsylvania
www.easternpa.massmutual.com
610-798-2500
Center Valley
1901
Financial planning, money management, wealth transfer and group benefits, life insurance, disability income insurance
22
Miers Insurance Inc.
www.miersinsurance.com
610-797-7900
800-956-4377
Allentown
1892
Business, employee benefits and personal insurance solutions
23
Peerless Business Advisors
www.peerlessbusinessadvisors.com
610-798-2501
Center Valley
2012
Business-owner succession, continuation and exit planning, insurance analysis, long-term care insurance, disability income insurance, buy-sell agreement funding, executive and group benefits review, estate and retirement planning
24
Populytics
www.populytics.com
484-862-3500
866-733-6158
Allentown
2013
Combines benefit administration expertise and analytics to evaluate effectiveness of health plans in terms of cost control, utilization, consumer engagement, market trends and regulatory compliance
25
Power Kunkle Benefits Consultant
www.pkbenefits.com
610-685-1790
Wyomissing
DNR
Employee benefits services
26
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
27
Rockland Financial Group
www.rocklandfg.com
610-606-0530
Bethlehem
2003
High-level wealth management, asset management, retirement planning, estate planning, executive benefits, key-man insurance, employee benefits
28
Stuart Benefits Consulting LLC
www.stuartbc.com
610-419-1535
Bethlehem
2012
Benefits consulting, Medicare, group/individual medical, dental, vision, life, disability, voluntary and worksite
29
The Equinox Agency LLC
www.agentequinox.com
866-255-2247
866-255-2247
Allentown
2005
Employee benefits, human resources technology, health insurance, individual insurance, private exchanges, health care reform
30
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