The Benefit Practice

Financial Services, Management, Scientific, and Technical Consulting Services, Services · 51 Employees
Phone Number: info@benefitpractice.com
Email Address: info@benefitpractice.com
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  • Employees
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About
► The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs. ► Our team of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys bring fresh perspectives and insights to every stage of the process—from analysis to design to implementation. We take a 360-degree approach to ensuring that the plan we deliver meets your firm’s needs, budget, and financial goals. And we follow it up with best-in-class service that is renowned for exceeding our clients’ expectations. ► Find out why firms of all sizes—from startups to Fortune 500 companies—have come to rely on The Benefit Practice for benefits expertise, technological know-how, integrity, and service excellence. ► Not only can The Benefit Practice help financial professionals through our client-focused solutions, but we are also committed to offering ongoing education and skills development in the ever-changing retirement industry. ► Stay up to date on the constantly changing retirement plan industry through our News Room. ♦ http://www.benefitpractice.com/category/news/ ► Ask about our: ♦ Retirement Master Classes – for Financial Advisors ♦ The Coffee Meet – for CPAs and Attorneys ♦ The Sounding Board Service ► For more information please contact: Managing Partner Lloyd A. Katz, FSA, EA, FCA, MAAA at (203) 517-3501 or LKatz@BenefitPractice.com Managing Partner Peter M. Coleman, ASA, EA, FCA, MAAA at (203) 517-3502 or PColeman@BenefitPractice.com
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services, Management, Scientific, and Technical Consulting Services, Services
HQ Location
1055 Washington Blvd Suite 610 Stamford, CT 06901, US
Keywords
401(k) and Profit Sharing PlansVariable Cash Balance Plans403(b) and 401(a) PlansDefined Benefit Plans457(b) and 457(f) PlansThe RiskFree Pl409(A) Plans - NonQualified Deferred CompensatioSERPsExpert Witness TestimonyESOPs
Location
3
  • 1055 Washington Blvd Suite 610 Stamford, CT 06901, US
  • 3075 E. Thousand Oaks Blvd. Suites 11 & 12 Thousand Oaks, CA 91362, US
  • 151 Southhall Lane Suite 305 Maitland, Florida 32751, US

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