Fiduciary 1st Communication Portals

  • Provided

    Gratke Wealth, LLC

    Virtual Management Systems, Inc.

    Welcome to Optimized & Efficient 401(k) Retirement Plan management; an ease in communication.

    Together we are two independent firms working together specializing in the management of Defined Contribution retirement plans and human resource benefits creating customized and optimized efficiencies not found in typical 401(k) retirement plan communications. We have done this by providing employer (plan sponsor) and employee (participant) each a Fiduciary 1st Communication Portal for the ease of disseminating information.

    Click ‘Schedule Now’ to book a 20 minute web-based demonstration of our portals. Schedule now.

    How do we do that?

    Creating Optimization and Efficiency
    Welcome to the Fiduciary 1st Communication Portals. As you know, 401(k) vendors work hard to communicate important information to your employees regarding their retirement, and more specifically, the details of your 401(k) retirement plan. All to often however, vendor websites are so detailed, and rich with content, it almost becomes overbearing for the employee. And when we combine that with a bit of ‘human behavior’, overcoming these obstacles is difficult for your employees to obtain the information they need.

    That’s why we created the ‘Fiduciary 1st Plan Sponsor Communication Portal‘. Two portals actually; one portal for the employer and one portal for the participant, to ease the burden of communication. These portals do not replace your vendor’s existing websites, but rather make them better by supporting the sites in a simple, straightforward way.

    Specifics about the portals:

    • Employee Portal
    We now have a ‘Compliance Corner- Your 2015 Documents’ in the upper left-hand corner of the employee portal. This section contains mandatory industry disclosure documents for plan participants whether these statements are generated from the record keeper, TPA, or investment provider.

     

    •  Employer Portal
    We are now offering the intellectual capital and knowledge of HR 360.  In addition, we can add links to allow your HR personnel to create, on-the-fly, employee compensation statements. The HR 360 tool alone, represents a $800 annual subscription value included at no additional cost. Move your 401(k)  ‘three-ring binder’ to the cloud for greater efficiency and ease in managing the company’s retirement plan.

     

    • Custom Modifications
    Did we mention, these portals are highly customizable. As such, employers have asked us to include links to their payroll companies and their 401(k) TPAs, and we have done that for them. Don’t forget, we can add a custom video message from your senior management team directed to your employees discussing the merits of a sound retirement to include active participation in a 401(k) plan.


    Click ‘Schedule Now’ to book a 20 minute web-based demonstration of our portals.
    Schedule now.

    (click to enlarge)

    As I’m sure you are aware, defined contribution plans such as your retirement plan are becoming increasing popular, and more difficult to manage. In particular the DOL’s fee disclosure requirements and the fiduciary obligations for plan sponsors will be more strictly interpreted and enforced.

    Meanwhile participants look to advisors and sponsors for sound guidance and education with regard to their retirement plan.  As a Registered Investment Advisory firm specializing in retirement plans, we strive to provide our plan sponsor clients the highest level of customer service. Our customized, plan specific web portals provide a unique, tangible, value added service supporting the new realities of retirement plan administration. We know such a portal would be of great value to you, the employer, and your employees as participants in the plan.

    We would appreciate the opportunity to share these portals with you. About twenty minutes is all that would be required via a web-based screen sharing session.

    Download sample Employee Portal

    Download sample Employer Portal

    Download Fiduciary 1st Communication Portals Overview PDF

    Click ‘Schedule Now’ to book a 20 minute web-based demonstration of our portals. Schedule now.

    (click to enlarge)

    Click ‘Schedule Now’ to book a 20 minute web-based demonstration of our portals. Schedule now.

    About our firms:

    Virtual Management Systems, Inc.

    For nearly a decade, Virtual Management Systems (VMS) has worked closely with organizations seeking a solution for employee benefits and human resources communication. The proven technology of the HR Support Center relies on web-based software to provide a robust and cost-effective tool.  VMS technology also serves companies whose primary focus is marketing of insurance products and services. Our user friendly technology has proven to save benefits administrators considerable time and money while also providing sales organizations with myriad marketing opportunities with an excellent return on investment.

    Contact Information:

    Butch Goette
    President
    Virtual Management Systems
    Bend, OR
    Toll Free: 866-572-9879
    Email  butch@virtualmgtsystems.com
    Web                 virtualmgtsystems.com

      Gratke Wealth, LLC: Life Is Complicated, Retirement Doesn’t Have To Be

    At Gratke Wealth, we understand that you are busy and don’t have the time to manage your company’s 401(k) plan. We help you put all the pieces at work so the company’s hard earned assets are optimally employed. We help 401(k) plan sponsors fulfill their ERISA fiduciary obligations while insuring participants are ‘retirement ready’ and that they may retire with dignity. Our services ensure that you are properly managing your company’s retirement plan optimally and efficiently for the sole benefit of you the employer, and  your participants.

    Contact Information:

    David C. Gratke
    CEO
    Gratke Wealth, LLC
    Portland, OR

    Toll Free         888-970-8987
    Fax                   888-414-8957
    Email        dave@GratkeWealth.com
    Web                       GratkeWealth.com
    Gratke Wealth, LLC a Registered Investment Advisor
    Plan well. Retire happy.

    Click ‘Schedule Now’ to book a 20 minute web-based demonstration of our portals.
    Schedule now.

 

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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.