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

Event ID:15819

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DL Only                 $349.00 includes DL and materials
Duration: 90 minutes including question and answer period.
Presenter: Ryan Klekar, CFP ®, CTFA, wealth advisor and principal, Truepoint Wealth Counsel and Christopher M. Meyer, CFA, managing principal, Truepoint Institutional Advisors
Price: $349.00, DL includes full audio presentation, question and answer session, and presentation slides.
CE Credits: This program has been approved for 1.5 general recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute. This program is valid for 1.5 PDCs for the SHRM-CP or SHRM-SCP.
Who Should Attend? HR, employee benefits, financial officers, and CEOs

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


Your conference leaders for “Designing an Effective Retirement Plan: Defined Benefit, Defined Contribution, and 401(k) Plan Best Practices” are Ryan J. Klekar, CFP®, CTFA, and Christopher M. Meyer, CFA.

Ryan Klekar, CFP ®, CTFA, is a wealth advisor and principal with Truepoint Wealth Counsel. He is based in Cincinnati, Ohio and has a B.B.A in Finance, cum laude, from Ohio University. He is a Certified Financial Planner ® professional, a Certified Trust and Financial Advisor, and a Chartered Financial Consultant. He has worked as an investment professional since 1999.

Christopher M. Meyer, CFA, is a managing principal with Truepoint Institutional Advisors. He is based in Cincinnati, OH. He holds a M.B.A. in finance from The Ohio State University and a B.S. in statistics and economics from the University of Akron. He holds the Chartered Financial Analyst Designation, and has been an investment professional since 1989. He is a member of the CFA Society of Cincinnati and the CFA Institute, and is the Investment Committee Chair of the Cincinnati Retirement System (previously served as chair of the board of trustees).


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