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 landscape is changing quickly and much of that change is taking place in 2013. Join us in a discussion on best practices for retirement plans for small-mid size businesses to learn what is required to start and succeed at creating a retirement plan. Learn about staff time commitments, costs involved in starting a plan and keeping it going; who pays for the plan expenses, what parties are involved in retirement plans, and what their duties are. We will discuss successful plan design concepts, and what it takes to create successful outcomes for your employees participating in the plan in addition to the 2012 401(k) fee disclosure changes affecting both employers and employees. As more and more businesses look at 401ks as a competitive benefit, knowledge of basic concepts and terminologies in the 401k retirement plan landscape is need-to-know information that we’ll walk through. We will also discuss investor behavior, how it often works against the well-intentions of investors, and how to create processes, and best practices, to mitigate poor investment decisions due to emotional behavior.

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.

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.

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Sponsor:
  • SnowSports Industries America (SIA)

    SnowSports Industries America (SIA) 

    SnowSports Industries America (SIA) is the national not-for-profit, North American member-owned trade association representing suppliers of consumer snow sports with constituents in the retailer, rep and resort communities. Established in 1954, SIA annually produces the SIA Snow Show, the largest snow sports industry trade show and networking environment globally, while delivering invaluable data/research, support, marketing products, government affairs representation, services and programs. SIA works collectively with all components of the snow sports industry; our members - alpine, snowbo

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  • 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.