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Measuring what matters in your 401(k) plan for recruitment, retention and reward

Optimizing your plan

Today’s webinar highlights the link between plan design optimization and increased benefits to owners, highly compensated employees, and the rank-and-file employees. After today you’ll understand the link between plan design and increased benefits, how various plan contribution designs can be used to benefit different groups within your workforce, and differentiate between various plan designs which can meet the changing needs of the employer and workforce.

What you'll learn

  • Understand the relatiponship between plan design and benefits
  • Learn how different designs benefit specific employee groups
  • See how designs can meet the needs of the employer and a changing workforce

Who should watch

  • Business owners and executives
  • Retirement plan sponsors
  • HR professionals

Additional information

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Retirement plan design services

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Keeping up with the trends in 401(k) plan design

Employers can optimize their 401(k) plans so employees contribute to their plans. Several key trends may affect a plan's ability to attract an employee's hard-earned savings.

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Connect with Brad

Brad Bechtel
Senior Vice President,
Employee Benefits Services

Brad leads the employee benefit services (EBS) division, which serves clients nationwide. EBS is one of the region's largest providers of retirement plan recordkeeping services for daily valuation plans and employee stock ownership plans. The division provides accounting and consulting services to clients on employee benefit plans including plan design, implementation, operation, fiduciary due diligence, and compliance.

Brad is also well-versed in executive compensation planning involving non-qualified plans, such as phantom stock plans, top hat plans, excess benefit plans and other deferred compensation approaches. He has served as consultant to numerous Fortune 500 corporations in the area of investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans.

Brad is a graduate of the University of Nebraska-Lincoln, where he received his bachelor of science degree in finance. He graduated with the highest distinction from the Keller Graduate School of Management with a master of business administration degree and is a registered investment advisor with Series 7, 24, and 66 FINRA registrations.