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

When: Thursday, September 20, 2012 at 10:00 am (mountain time)

Where: Online Session

The retirement plan landscape is changing quickly and much of that change is taking place in 2012. 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.

Presented by Outdoor University | This webinar is free for Outdoor Industry Association members
and $149 for non-members.

Register Now
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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Sponsors:
  • Outdoor Industry Association

    Outdoor Industry Association 

    Outdoor Industry Association® Ensuring the growth and success of the outdoor industry Founded in 1989, Outdoor Industry Association (OIA) is the premier trade association for companies in the active outdoor recreation business. OIA provides trade services for over 4,000 manufacturers, distributors, suppliers, sales representatives and retailers in the outdoor industry. Outdoor Industry Association seeks to ensure a healthy and diverse specialty retail and supply chain based on quality, innovation and service. To this e

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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.