Our Company

Where Innovation Meets Practicality

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.

Serving Organizations in all Shapes and Sizes

The Benefit Practice works with business owners and institutional leaders in a wide range of enterprises:

  • Law firms
  • Medical practices
  • Restaurants
  • Financial firms
  • Manufacturers
  • Insurance companies
  • Country clubs
  • Architects
  • Non profits
  • And many more

Case Studies

Check out our case studies for some quick examples of how The Benefit Practice’s collaborative, creative approach results in significantly greater tax-efficient and cost-effective retirement plans.

See Case Studies >

Case(s) in Point

Our collaborative, creative approach results in significantly greater tax-efficient and cost-effective retirement plans.

Small Firm, Perfect Plan

Small Firm, Perfect Plan: In business for two years, the owner recognized the need to start saving for retirement. His employees were not interested in saving. An unconventional 401(k) Safe Harbor Plan with Employer Match enables the owner to defer/receive the maximum benefit under his program at little cost for staff. Learn more >

Senior and Junior, The Partnership Plan

Senior and Junior, The Partnership Plan: This firm had two partners, one more senior than the other. The partners needed a plan that didn’t commit them to making large contributions, but could provide strong benefits to the partners according to their seniority. Learn more >

Prescription for Success

Prescription for Success: Four high-wage earners in a medical practice. The physicians were looking for ways to defer money in excess of the $61,000 permitted under a 401(k) / Profit Sharing Program. A “combo” retirement program was just what the doctor ordered. Learn more >