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Designing an Effective Retirement Plan: Defined Benefit, Defined Contribution, and 401(k) Plan Best Practices


Oct. 9, 2019
Recorded Online

In order to attract and retain valuable employees, companies must offer competitive benefits, including retirement plans. Whether their company provides defined pensions, 401(k) plans, or something else, human resource leaders must understand how retirement plans work and impact the company. This is critically important, as HR professionals typically serve as the employer’s principal points of contact for participant questions on how their plan works, whether those employees are being recruited, actively employed, or retired. Participants at each stage of the employee lifecycle have their own specific concerns that HR professionals need to understand. Further, there are a number of different retirement plan options, each with its own pros and cons that must be weighed when determining a plan structure and design that is right for your company’s unique situation.

Please join Ryan J. Klekar, CFP®, CTFA, and Christopher M. Meyer, CFA, as they explain the various types of retirement plans common to today’s companies, with a special emphasis on designing, structuring, and operating a 401(k) plan, one of the most common retirement plan options in today’s workplace.

This webinar will review:

  • The different types of defined benefit and defined contribution retirement plans
  • The advantages and disadvantages of each type of plan
  • Best practices for 401(k) plans, including plan design, investment structure, and ongoing promotion and education
  • And much more!


  • Ryan Klekar, CFP ®, CTFA, Wealth Advisor, Principal, Truepoint Wealth Counsel
  • Christopher M. Meyer, CFA, Managing Principal, Truepoint Institutional Advisors

More Information, How to Register

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