Our Approach - The Benefit Practice

Independent thinking. Industry-leading results.

financial_pros_thumb Your organization didn’t become successful by taking the same path as everyone else. So why should you follow the typical off-the-shelf plan for your retirement program?

You won’t find administrators at The Benefit Practice. What you’ll discover, instead, are sharp, consultative problem-solvers. Our focus is squarely on your company’s situation: its organization’s specific needs, goals, obstacles, and opportunities. We ask a lot of questions, we listen carefully, and then we figure out how to get you where you want to go—in the clearest and most cost-efficient way possible.

We keep things simple. If a straightforward 401(k) program is the right solution for your organization, you won’t hear us proposing a more “sophisticated” solution. But if your needs are more complex, you won’t find a team more experienced in—and more passionate about—finding innovative ways to design, or enhance a plan that’s right for you.

Whether you’re putting together a plan for the first time or looking for a fresh take on your current benefit program, call on us to help you assess your options and deliver a creative approach that delivers results.

What Clients are Saying

Working with The Benefit Practice has been a great value to our practice and to me, personally. At their core, they provide sound guidance and sophisticated advice that is presented in an understandable manner. They are always available and responsive to requests, but go the extra mile by providing proactive service in a very respectful manner that keeps us on track to meet our goals.
CFO, at a large urology practice
I have enjoyed working with The Benefit Practice for more than ten years, on multiple, complex cases requiring the attention and support of both principal partners. They exemplify both strong work ethics and exceptional intellect. Their ability to adapt and respond to client needs clearly sets them apart in this highly competitive market. They have guided our team to the current level of success we have achieved working with Defined Benefit and Defined Contribution Plans.
Paul Fitzsimmons, CFP, CRPC, CRPS
Morgan Stanley Smith Barney
Corporate Retirement Director
The Benefit Practice was referred to FTV Capital in 2010 to assist us with our 401(k) and profit sharing goals. We found them to be experts in the field, with all the client responsiveness that you would expect from a highly professional, focused organization. We were impressed by the comprehensive knowledge, creative and friendly staff and easy to read summaries. I would recommend them to any firm.
David A. Haynes, Partner & COO, FTV Capital
Five years ago we needed fresh eyes to look at our defined pension plan. Using a professional approach The Benefit Practice corrected the funding of our pension and offered a number of creative alternatives. I have found Lloyd Katz and his associates extremely professional and responsive to our immediate and would highly recommend The Benefit Practice.
Ed Satkowsky, Controller, Sleepy Hollow Country Club
As one of the nation’s largest private clubs, we are faced with many challenges in order to ensure that our actuarial practices are of the highest order. In addressing these challenges, The Benefit Practice has been an invaluable resource, noteworthy for its professionalism, responsiveness and creativity in fostering a positive and productive working relationship. TBP is also highly adept in anticipating and eliminating problems before they occur.
Ed Napolitano, CPA, Controller, New York Athletic Club
I have worked with The Benefit Practice for a number of years and their ability to provide customized solutions for their clients is unmatched. I have been in the financial services business for 15 years and have not met another retirement consulting firm that can not only provide customized and innovative solutions but is also professional, and committed to their clients. They will always go above and beyond what is expected but will not cut any corners to do so. They have demonstrated time and time again top flight service, product, and professionalism and have been an invaluable resource to my practice!
Michael S. Schwartz, CFP, AIF, Pioneer Financial
I have enjoyed a long and gratifying relationship with The Benefit Practice. Lloyd Katz and his team have exhibited consistent professionalism and responsiveness to all of our company’s pension needs, and have gone well beyond our expectations in providing exceptional service. They work with me on a personal level that generates complete confidence. No matter how difficult my request or how time sensitive the issue, I know it will be addressed quickly and well. I deeply value this relationship and look forward to working together for many more years to come.
P. Devi Shaheed, President/CFO, Blumenthal Lansing Co., and CFO, Levcor International, Inc.
We are constantly impressed by the creativity that The Benefit Practice brings to very dry regulations, and their commitment to finding optimum solution for our circumstances.

Peter Coleman brings great energy and humor to the process, and his team follows through with great professionalism, care, and attention to detail. They take the time to explain and educate, which is rare in this business.
Roger Insley, CFO Moon Capital Management
Being new to the 401(k) market, we rely heavily on The Benefit Practice. Their understanding of our fears and expectations has been of great importance to us. There is nothing worse than having to worry about the future of your employees savings. The Benefit Practice enables us to rest easy, knowing our accounts are in good hands. All of the representatives we have dealt with are extremely knowledgeable and even more important move quickly when questions or requests are made. We are thrilled with the services provided and look forward to a long working relationship.
Jennifer Murray, Business Manager Walter B. Melvin Architects, LLC

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