► 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
