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.

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Gain insights from our benefits perspectives.

  • February 23, 2017 : 1st and 2nd Quarter Feb 1 IRS Form 1099-R must be mailed to all participants who received a distribution in 2016. These are prepared...
  • January 18, 2017 : 1st and 2nd Quarter Defined Benefit Plan due dates Defined Contribution Plan due dates Both due dates Jan 15 Fourth quarterly contribution is due...
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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.

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3(16) Services:
When Outsourcing of Fiduciary Responsibilities Makes Sense

Every plan under ERISA has at least one thing in common. The need for a plan “administrator” that is responsible for the wellbeing of the plan. Over the past several years greater scrutiny has been focused on your fiduciary responsibilities.

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Regardless of your needs, you’ll find that the retirement plan specialists at The Benefit Practice adopt the same approach: Ask, listen, ask again, listen more. Then, leveraging the knowledge and expertise we’ve acquired through decades of hands-on experience, we create fully customized solutions that go beyond meeting needs to exceeding expectations.

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Our Office Locations

At The Benefit Practice, we work seamlessly together as one firm to serve our clients wherever they need us. We have offices in three states and we make our collective knowledge and experience available to all of our clients.

Contact Us
Northeast Office
1055 Washington Boulevard, Stamford, CT
(203) 517-3500
West Coast Office
3075 E. Thousand Oaks Boulevard, Thousand Oaks, CA
(805) 496-6190
Southeast Office
151 Southhall Lane, Maitland, FL
(321) 586-2079