GRATKE WEALTH

401(k) News

Your Final Answer; DoL Issues Final Rule on 401(k) Fee Disclosure

Posted on February 3, 2012 by David

Source: Plan Adviser Magazine Feb 02, 2012 — The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration (EBSA) issued a final rule on 408(b)(2) fee disclosure Thursday. — The DoL also announced a three-month extension to the rule’s … more >

Independent 401k Plan Benchmarking; Fees, Services, Investments

Posted on January 31, 2012 by David

What is independent 401(k) Plan benchmarking? It is the process whereby the employer (called the plan sponsor) may gauge the competitiveness of his/her retirement plan across the industry. Our benchmarking services can and do review fees, service levels and investments. … more >

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Investors Will Scream When They See 401(k) Fees

Posted on December 15, 2011 by David

I was recently on a national conference call (hosted by Plan Sponsor Magazine) discussing the 2012 401k fee disclosure legislation, and one of the presenters from Lincoln Financial Group spoke candidly about focus groups they had conducted on this subject. … more >

Walmart Agrees $13.5M Settlement in Employees 401K Fees Class Action

Posted on December 13, 2011 by David

New York, NY: Walmart has agreed to a $13.5 settlement of a securities class action brought by employee Jeremy Braden, and others, who alleged that the retail giant, together with Bank of America’s Merrill Lynch unit, passed along “unreasonably high … more >

Multiple Employer Plans (MEP)

Posted on December 6, 2011 by David

What is a MEP? It is a type of employer retirement plan that relieves the business owner of many of the time-consuming duties and responsibilities associated with sponsoring a plan. There are four main elements that MEP’s address for the … more >

The Anchoring Effect: How to Save Investors From Inertia

Posted on November 29, 2011 by David

Source: Savita Iyer-Ahrestani, AdvisorOne Click here for full article. Selected text from article and bolded by Gratke Wealth. Instead of protecting clients in rough waters, the anchoring effect prevents them from staying afloat Although it has become much easier for … more >

New U.S. Department of Labor Retirement Plan Disclosure Regulations

Posted on November 18, 2011 by David

Source: RidgeWorth Investments The new regulations under the Employee Retirement Income Security Act of 1974 (ERISA), Section 408(b)(2), and ERISA, Section 404(a)(5) make significant changes to the required disclosures to be made to both plan sponsors and plan participants and … more >

How to Claim “Free Money” Through a 401(k)

Posted on November 15, 2011 by David

Source: Business Insider, November 7, 2011 It’s fall, so you’ve probably already received that infamous thick packet in the mail. You know, the one that says “401k Retirement Options” in big letters on the front and provides way too much … more >

Wealth Gap Between Young and Old Highest Ever

Posted on November 9, 2011 by David

Source: CNBC November 7, 2011 The wealth gap between younger and older Americans has stretched to the widest on record, worsened by a prolonged economic downturn that has wiped out job opportunities for young adults and saddled them with housing … more >

Thanks but No Thanks on 401(k) Advice

Posted on November 8, 2011 by David

Source: WSJ: November 7, 2011 An increasing number of plans offer outside help, typically for a fee. So far, most participants aren’t buying in. Amid volatile markets and concerns about how workers are investing their retirement savings, more 401(k) plans … more >

GRATKE WEALTH

401(k) News

Your Final Answer; DoL Issues Final Rule on 401(k) Fee Disclosure

Independent 401k Plan Benchmarking; Fees, Services, Investments

Investors Will Scream When They See 401(k) Fees

Walmart Agrees $13.5M Settlement in Employees 401K Fees Class Action

Multiple Employer Plans (MEP)

The Anchoring Effect: How to Save Investors From Inertia

New U.S. Department of Labor Retirement Plan Disclosure Regulations

How to Claim “Free Money” Through a 401(k)

Wealth Gap Between Young and Old Highest Ever

Thanks but No Thanks on 401(k) Advice

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