About Us
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.
News
Gain insights from our benefits perspectives.
- March 7, 2019 : Important due/action dates (e.g., year-end testing, contribution requirements, government filings, etc.) as it relates to your 2018 401(k)/Profit Sharing Plan.
- March 5, 2019 : Important due/action dates (e.g., year-end testing, contribution requirements, government filings, etc.) as it relates to your 2018 Retirement Program.
Are You a Financial Advisor?
The Benefit Practice works closely with financial advisors from a variety of investment firms, serving as an independent third party to plans. We partner with advisors by providing consulting that gives them an advantage as they pursue leads and service clients. We even offer seminars that help financial advisors better understand the elements that go into a well designed retirement program.
