Insurance Advisory

Featured Products and Services

  • Consulting services on the structure and quality of existing insurance programs
  • Deferred compensation planning for key executives and qualified retirement plans
  • WithumHealth Insurance Exchange – Access to “association” medical plans that can dramatically decrease the cost of providing employees health insurance.
  • Continuing Education Programs – credits forcpas, lawyers, and brokers on hot topics to satisfy licensing requirements

Connect with our Leaders

Tony-Sardis_Web
Partner, Practice Leader, Service Leader
East Brunswick, NJ

Insurance Advisory Insights

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Jim Bourke Named Top 100 Influential People in Accounting
Jim Bourke Named Top 100 Influential People in Accounting for Eleventh Consecutive Year

Withum is proud to announce that Accounting Today has once again named Jim Bourke, Managing Director of Advisory Services, on their annual Top 100 Influential People in Accounting list. The Top 100 are chosen for their outstanding contributions to the profession, including their leadership, mentorship and how they use their voice to promote and advocate…

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year-end planning for employee benefits
Key Year-End Considerations for Insurance, Employee Benefits and Pensions

As the year draws to a close, it’s essential to take a comprehensive look at your insurance policies. Reviewing your coverage now can help you identify potential savings and ensure you’re adequately protected against any surprises. Here are some of the factors to consider in terms on your insurance, employee benefits and pension plans. Disclaimer:No…

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NJBIZ Finance Power List
NJBIZ Names Two Withum Leaders to Finance Power List  

Withum is proud to share that NJBIZ has recognized Pat Walsh, Managing Partner and CEO, and Jim Bourke, Partner and Managing Director of Advisory Services, as honorees in its inaugural 2025 Finance Power List. Their inclusion on this prestigious list highlights their significant contributions and commitment to the accounting and finance industries.  Pat Walsh Pat…

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For more information or to discuss your business needs, please connect with a member of our team.