The Benefit Practice

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
Industry
Financial Services
Employees
56
Founded
2000
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
James Suessmann Retirement Sales Director at the Benefit Practice
Email Phone
Paula Flaherty Erisa Compliance Manager at the Benefit Practice
Email Phone
Peter Coleman
View
Scott Shannon, Asa, Ea Senior Consulting Actuary, the Benefit Practice
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 Email Phone
General 7 7 2
Legal 2 2 2
Executive 1 1 1
Finance 1 1 0

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