Established in 1994 as a family owned and operated Third Party Administrator for IRS Code section 125 Cafeteria Plans, Worksite Benefit Plans, Inc. has grown to a full service TPA with clients in 37 states offering administrative services for Cafeteria Plans, Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA) and COBRA. WBP accredits its rapid growth to their ability to offer exceptional customer service while embracing the most advanced technological advancements. Combined with other key employees and staff, WBP, Inc. has over 100 years of experience in the benefits and administration field.
Joe Palmer, Sr.
Joe Palmer, Sr., CEO
Joe Palmer retired after 32 plus years of insurance management experience in the group field, the last 10 years supervising the implementation of Section 125 Programs. His experience is in both Premium Only (POP), and Flexible Spending Accounts (FSA) for employers with thousands of employees down to small companies with as little as 5 employees. Mr. Palmer is well versed in worksite marketing and communications of employee benefits. He started WBP in 1996 and is responsible for general operational functions, such as Financial Oversight, Strategic Planning, and Legal Compliance.
Robert Palmer has a degree in Industrial Engineering with a minor in Computer Science. He has over 20 years in insurance management dealing with worksite marketing, group insurance, and implementing Section 125, 105, and COBRA programs. Robert is a past president of The Oklahoma State Association of Health Underwriters and Oklahoma City Health Underwriters Association. He is well oriented on tax favored Employee Benefit plans and what is necessary to keep a client and WBP in compliance by subscribing to such organizations as the IOMA (Institute of Management & Administration) plus attending seminars and conventions such as the ECFC (Employee's Council on Flexible Compensation) and the EBIA (Employee Benefit Institute of America) Advanced Benefit seminars. Robert's responsibilities at WBP are overseeing all internal computer operations, providing consultations with clients and keeping all clients and WBP in compliance.
Joe Palmer, Jr.("Joe Jr.") has over 25 years in insurance sales, mostly in the payroll marketing area. Joe, Jr. heads up the sales and marketing department and is an expert in employee benefits communications at the worksite. Mr. Palmer's responsibilities are responding to group proposal request, evaluating products, overall sales and marketing.
Tom Palmer joined WBP, Inc. four years ago. His background has been primarily in the retail trade. He will be joining Joe Palmer, Jr. in the sales division working with new clients in the area of new account setup and employee enrollments.