Gratke Wealth, LLC is a registered investment adviser in the State of Oregon, California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Target-date funds are becoming more popular with company 401(k) retirement plans. And as they do so, it puts more burden of responsibility on the plan sponsor to know what they are offering their employees who chose to invest in Target-date funds (TDF). According to the SEC’s document Recommendation of the Investor Advisory Committee Target Date Mutual Funds April 11, 2013, TDFs had approximately $485 billion at the end of 2012, up 29% over the previous year. Roughly 70 percent of U.S. employers report offering target-date funds as their default investment option for company sponsored defin
When: Wednesday, May 8, 2013 at 1:30 pm (eastern time) 10:30 am (pacific time) Where: Online Session Gratke Wealth will be presenting at HR.com May 8-9 2013 Virtual Conference, Benefits: Cost Containment, Audits and Legal Risks
When: Monday, February 25, 2013 at 12:00 pm (eastern time) 9:00 am (pacific time) Where: Online Session Gratke Wealth will be presenting at HR.com February 25-26 2013 Virtual Conference, Benefits: Cost Containment, Audits and Legal Risks The
When: Tuesday, March 5, 2013 at 2:45 p.m. (pacific time) Where: Virtual Online Conference Gratke Wealth will be participating in yourbrandlive's #OutdoorLive Day March 5th with the presentation: Get Fit! Employee Financial Wellness, Good for Employers, Good for Employees Stay financially fit is no different than staying healthy and physically fit. Studies show that employees that are ‘financially fit’ are better employees. They exhibit increased productivity and performance. Howev
Best Practices for Retirement Plans for Small-Mid size Businesses-SnowSports SIA Trade show Jan. 2013
When: Thursday, January 31, 2013 at 4:30 pm (mountain time) Where: SIA SnowShow Denver Convention Center, Denver, CO The retirement plan l
When: Wednesday, November 7, 2012 at 11:00 am (eastern time) 8:00 am (pacific time) Where: Online Session Gratke Wealth will be presenting at HR.com November 7-8 Virtual Conference, Benefits: Cost Containment, Audits and Execution Virtual Workshop.
Plan Health Parallels; The alignment between healthy retirement outcomes for employees and healthy business outcomes for employers. Did you know that by having healthy employees (financial wellness in the workforce) not only are your employees more productive, but it is proven that their financial wellness actually lowers employer costs within the organization? Please join us for an on-demand webinar where we help employers understand how employee financial wellbeing is becoming an ever increasingly important aspect to employee wellness in today's economy. Learn how this improves the bot
Understanding New 401(k) Fee Disclosures in 2012; hot to communicate them. Please join us for an on-demand webinar where we help employers understand the 401(k) landscape inside the new world of fee disclosure known as 404 (a) (5). These 401(k) fee disclosures will be shown to your participants beginning August 2012 in a fashion they have never before seen. Let us help you create a communication path with your employees to help them understand what these fees are, what they cover, and what value your plan receives for incurring such fees. Without such communications, your employees may n
When: Wednesday September 26, 2012, 7:30 AM to 9:00 AM PST Where: Jean Vollum Natural Capital Center (Ecotrust Building) click for directions Topic: The retirement plan landscape is changing quickly, and much of that change is taking place in 2012. Join us in a discussion regarding best practices for retirement plans, where we will discuss how to measure both plan health for employers and employee (participant) retirem
When: Thursday, September 20, 2012 at 10:00 am (mountain time) Where: Online Session The retirement plan landscape is changing quickly and much of that change is taking place in 2012. Join us in a discussion on best practices for retirement plans for small-mid size businesses
When: Jul 12, 2012 at 10:00 am (mountain time) Where: Online Session The retirement plan landscape is changing quickly and much of that change is taking place in 2012. Join us in a discussion on best practices for retirement plans for small-mid size businesses to learn