The Benefit Practice
Financial Services
1055 Washington Blvd
56 employees
- Employees
- 56
- Contacts
- 3
- Emails
- 3
- Phones
- 2
The Benefit Practice Overview
- Headquarters
- 1055 Washington Blvd
- Phone Number
- Available in AeroLeads
- Website
- benefitpractice.com
- Industry
- Financial Services
- Employees
- 56
- Founded
- 2000
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About The Benefit Practice
► 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 Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
The Benefit Practice Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| James Suessmann | Retirement Sales Director at the Benefit Practice | Franklin Lakes, New Jersey, United States |
Email
Phone
|
| Paula Flaherty | Erisa Compliance Manager at the Benefit Practice | Greater Boston, United States |
Email
Phone
|
| Peter Coleman |
View
|
||
| Scott Shannon, Asa, Ea | Senior Consulting Actuary, the Benefit Practice | Boston, Massachusetts, United States |
Email
|
Employees by Management Level
Individual contributor
9 profiles
Manager
2 profiles
Senior / Lead
2 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 7 | 7 | 2 |
| Legal | 2 | 2 | 2 |
| Executive | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
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