► 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

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