category archives: 401(k) News

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The Retirement Gamble | FRONTLINE | PBS

  • Written by David
  • May 21, 2013 at 11:53 pm
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On April 23, 3013 PBS Frontline program ran a documentary called ‘The Retirement Gamble’. This piece has created quite a ‘buzz’ of activity in the investment management, retirement plan blogosphere. In part what the documentary said, in part what it did not say.  Just google ‘retirement gamble’. This page is a discussion on that program [...]

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Thanks for Voting for Us!

  • Written by David
  • May 15, 2013 at 11:24 pm
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Last month we announced that Gratke Wealth was a top 25 finalist in AdvisorOne’s ‘Best Wealth Manager Logos’ contest. Top 10 Winners of Best Wealth Manager Logos Poll With your vote, Gratke Wealth’s logo and tagline placed thirteenth out of the top 25 Wealth Managers. This was from of a field of 230 finalist selected [...]

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Human Emotions, Investor Behavior; Too Predictable?

  • Written by David
  • April 10, 2013 at 11:02 pm
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Greetings, As a student of my industry, I have spent much time over the years learning about human emotions, investor behavior, or what we call behavioral finance; simply defined as ‘psychology and the mistakes we make with our money’. Here are just a few graphs I have recently come across to simply remind all of [...]

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We’re in the Finals! Top 25, please vote for us!

  • Written by David
  • March 27, 2013 at 5:31 pm
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Gratke Wealth, LLC is a top 25 finalist in AdvisorOne’s ‘Best Wealth Manager Logos’ contest. Yes that’s right! Gratke Wealth’s logo and tagline have been selected as one of the top 25 Wealth Managers out of a field of 230 finalist by the editors and art directors of AdvisorOne. AdvisorOne is a holding of Summit [...]

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Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses

  • Written by David
  • January 9, 2013 at 7:45 pm
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SIA SnowSports Snow Show Presentation Come join us, Thursday, January 31, 2013 at the Denver Convention Center, 4:30 p.m for a presentation on: Creating a Best-Practices Retirement Plan for Small-Mid Size Businesses The retirement plan landscape is changing quickly and much of that change is taking place in 2013. Join us in a discussion on [...]

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Know What You’ll Look Like in 30 Years — Maybe Then You’ll Max Out Your 401(k)

  • Written by David
  • December 6, 2012 at 6:30 pm
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This topic is one I discussed in a recent HR.com webinar ‘Save More Tomorrow’ which is the work of Dr. Shlomo Benartzi. The article from the link below discusses the behavioral finance issues around getting individuals to identify with themselves in the future; in this case,  saving for retirement inside of a 401(k) plan. http://www.wired.com/business/2012/12/retirement-magic-mirror/ [...]

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

  • Written by David
  • October 11, 2012 at 11:30 pm
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For Immediate Release David Gratke, CEO Gratke Wealth, LLC 888-970-8987 planwell@gratkewealth.com Gratkewealth.com Portland, OR, October 12 2012 – Gratke Wealth will be presenting at HR.com November 7-8 Virtual Conference,  Benefits: 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 [...]

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401(k) Plan Health & Participant Retirement Readiness Breakfast Workshop

  • Written by David
  • September 7, 2012 at 4:49 am
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For Immediate Release David Gratke, CEO Gratke Wealth, LLC 888-970-8987 planwell@gratkewealth.com Gratkewealth.com Portland, OR , Aug 23, 2012 – 401(k) Plan Health & Participant Retirement Readiness Breakfast Workshop 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 [...]

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The Outdoor Recreation Economy 2012

  • Written by David
  • August 23, 2012 at 4:06 pm
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Outdoor recreation is an important part of life for millions of Americans. (140 million plus to be more specific) For those who know me, know that outdoor recreation is an important part of my life and for my family, and has been over the generations^. As a proud associate member of the Outdoor Industry Association [...]

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401(k) Fee Disclosure; Develop a Communication Strategy

  • Written by David
  • July 31, 2012 at 7:08 pm
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RE: 404(a)(5) Fee Disclosure for 401(k) Plans; including Self-Directed Brokerage Accounts Are you an employer that offers participants the use of a self-directed brokerage account (SDBA) inside of your 401k plan? If so, note that you must disclose those fees to participants via Department of Labor’s ruling on 404(a)(5). The first date of disclosure is [...]

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