Get to know the defined benefit plan consultants behind our success

John Kleiser

Partner (Dallas)

John Kleiser is a member of the actuarial consulting team, part of the senior leadership for October Three, and heads up our Flexible Deferral Plan practice.  During John’s career he has had experience working with qualified retirement plans of all types, serving as actuary for many large corporate organizations.  For the last 12 years, John has worked almost exclusively with professional service firms to design, implement and service a new style of defined benefit plan.  John is considered one of the country’s leading experts on retirement plans for large professional service firms, especially those in the legal community.  John feels passionately that plan design must fit the organization and, as it applies in particular to professional service firms, there is little reason for a firm or its owners to take on undue risk on account of inappropriate plan design.  He is committed to bringing intelligent and appropriate designs into this market — plans that creatively solve issues of adequacy, pension volatility and wealth accumulation.

John is a Fellow of the Society of Actuaries (FSA) and an Enrolled Actuary (EA) under ERISA.  John received a B.S. in Mathematics from the University of Notre Dame.  John began his career with Towers Perrin and spent time in their Chicago, Cincinnati and Dallas offices before joining CCA Strategies in 1999 where he opened and led the Dallas office.  John was Vice President at JPMorgan after the acquisition of CCA in 2006 and at JPMorgan he led the defined benefit practice focused on professional service firms.

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