Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans Webinar

  • Written by David
  • October 11, 2012 at 11:30 pm
  • 0
  • For Immediate Release

    David Gratke, CEO
    Gratke Wealth, LLC

    Portland, OR, October 12 2012 –

    Gratke Wealth will be presenting at November 7-8 Virtual ConferenceBenefits: Cost Containment, Audits and Execution Virtual Workshop.

    Save More Tomorrow: Practical Behavioral Finance Solutions to Improve 401(k) Plans Webinar

    Half of Americans do have access to a retirement savings plan at their workplace. For those that do, about one-third fail to join. And for those that do join tend to save too little and often make unwise investment decisions. The 401(k) arena is in crisis, and workers need sound guidance and help.

    This webinar will focus on the behavioral challenges that have led to the crisis- inertia, limited self-control, loss aversion, and myopia. From there we can then begin to understand how the typical worker makes decisions inside their 401(k) account. Then we can begin to transform their behavior by creating solutions, or tools, that are based upon cutting edge behavioral finance research and we can then dramatically improve outcomes by, helping employees:

    ·      Save, even if they aren’t ready now by using future enrollment.
    ·      Save more, by helping them see their future selves.
    ·      Save smarter, by re-ordering the fund line-up on the investment menu

    We will learn what the ‘401(k) behavioral audit’ is, and why plan sponsors should consider performing such an audit. These audits help us learn how to improve 401(k) plan efficiency and optimization with respect to worker decisions and choice architecture.

    We will discuss how using these powerful ‘behavioral finance’ best practices can create the right decision structure for workers. This will give them access to a successful future, and ensure that they are ready for retirement such that they may retire with dignity.

    To Register: click here

    Date: Wednesday, November 7, 2012
    11:00 a.m. – 12:00 p.m. eastern time

    Keynote Speaker:

    David Gratke — CEO
    Gratke Wealth

    Gratke Wealth, LLC is a member of the Retirement Plan Advisory Group, Inc. the largest retirement plan advisory group in the nation with over 25,000 plans and $100 Billion under management.

    Presented by is the largest global social networking and resource site for HR professionals. 200,000+ members visit us daily to learn, earn credits, attend live webcasts and virtual conferences, network, blog, join a community, and get the answers they need to manage the people side of their business.


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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon. 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.