401(k) Plan Health & Participant Retirement Readiness

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) retirement readiness.

We will look at the retirement landscape pre- and post-recession, and discuss what plans require to be successful today. What are Generations X and Y thinking with respect to their financial lives, and how does retirement planning fit into that thinking? What are the boomers thinking, and what are they doing inside of their retirement accounts?

How does this impact your retirement plan?

As a plan sponsor, learn how you can measure your plan’s health and your participant’s retirement readiness.

We look forward to seeing you at the workshop.


Register

 

Speakers:
  • David Gratke

    David Gratke 

    Mr. Gratke is CEO of Gratke Wealth, LLC 'Life is complicated. Retirement doesn’t have to be' We understand that our clients are busy and don’t have the time to manage their company’s 401(k) plan. We help them put all the pieces in place so their company’s hard earned dollars are optimally at work.

    Continue reading 

  • Brett A. Round

    Brett A. Round 

    Mr. Round is a Vice President, DCIO Division of American Century Investments Brett Round is part of the sales team at American Century Investments dedicated to banks, insurance companies, defined contribution and investment only sales. Brett's goal in working with his clients is to be a resource for outstanding investment management products as well as offer business building solutions that will grow and retain their business. Brett has worked in the financial services industry since 1990. Prior to joining American Century Investments, Brett was a territory manager for ING Financial A...

    Continue reading 

  • John Randall, AIF, CRPS

    John Randall, AIF, CRPS 

    Mr. Randall is a Sales Director with MassMutual Retirement Services. John has over 15 years of experience in the retirement plan industry. He Joined Mass Mutual Retirement Services as a Sales Director in April of 2012. Prior to joining Mass Mutual Retirement Services, he spent time as a retirement plan advisor with one of the largest retirement plan consulting firms in Seattle. He also served as Vice President of Sales with the Principal Financial Group and was responsible for selling Defined Contribution, Defined Benefit, ESOP and Non-qualified Deferred Compensation plans. John received hi...

    Continue reading 

Sponsors:

  • MassMutual Financial Group

    MassMutual Financial Group 

    Retirement Plans for Business MassMutual has been an innovator in meeting the changing needs of retirement plan sponsors and participants for more than half a century. Their wide range of retirement plans and services can help you design and maintain a long-term retirement strategy. © 2012 MassMutual Financial Group is the fleet name for Massachusetts Mutual Life Insurance Company (MassMutual) [of which Retirement Services is a division] and its affiliated companies and sales representatives.

    Continue reading 

  • American Century Investments

    American Century Investments 

    "What we believe is quite simple: your financial success is our top priority. Since 1958, American Century Investments has been inspired by you, our clients. It's that inspiration that drives us to do our best for you every day."

    Continue reading 

  • Gratke Wealth, LLC

    Gratke Wealth, LLC 

    HELPING YOUR TEAM GROW Gratke Wealth helps companies, teams and individuals move from success to significance with beyond active financial planning advice and management. Our job is to help your team develop a wealth management plan that spans all phases of the financial process – getting started, optimizing what’s already in place and rebuilding the plan structure. Many facets of financial planning impact each other. We’ll help you bring your team to one table. Life is complicated. Retirement doesn’t have to be We understand that our clients are busy and don’t ha

    Continue reading 

 

 

 

Leave a Reply

 

Your email address will not be published. Required fields are marked *

  • 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.