► 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

The Benefit Practice

This department manages and oversees defined contribution plans, ensuring compliance and providing consulting support.

Defined Contribution Services

This department provides actuarial consulting solutions to assess risk and inform decision-making.

Consulting Actuarial Services

This department specializes in evaluating financial risks using mathematics, statistics, and financial theory.

Actuarial Services

This department provides expert guidance and support for implementing solutions and optimizing processes for clients.

Consulting Services

This department focuses on providing and managing retirement-related sales and consulting services.

Retirement Solutions

This department ensures adherence to ERISA regulations and manages compliance-related initiatives across the organization.

The Benefit Practice

Org chart

Teams

Defined Contribution Services

Consulting Actuarial Services

Actuarial Services

Consulting Services

Retirement Solutions

Compliance and Governance

Offices

The Benefit Practice

Org chart

Teams

Defined Contribution Services

Consulting Actuarial Services

Actuarial Services

Consulting Services

Retirement Solutions

Compliance and Governance

Offices

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