David Gratke
Beating the Odds, Business Failures Don't Have to Happen
Beating the Odds, Business Failures Don't Have To Happen Please read our article 'Beating the Odds, Business Failures Don't Have To Happen' in the Summer 2013 edition of INSIDEOUTDOOR Magazine. Pages 80 and 82 http://tinyurl.com/pxulwgc ...read more
Target Date Fund Misses', A guide for 401(k) participants on Target Date Funds
When investors choose target date funds, they don’t necessarily get what they think they ordered. In fact, different funds with similar names and identical target dates have wildly different allocations – and results. It helps to look deeper into the fund prospectus and ask ...read more
White Paper: Better Retirement Odds
The idea of retiring at age 65 with a gold watch is a quaint notion for many Americans. Amid declining wages and low interest income, most people have a tough time setting aside money for retirement. If anyone can help, it’s employers who must set up good workplace savings plans. ...read more
Gratke Wealth will be presenting at HR.com Conference, 'The Retirement Reality Check' on Wednesday, May 8, 2013
Gratke Wealth will be presenting at HR.com May 8-9 2013 Virtual Conference, Benefits: Cost Containment, Audits and Legal Risks on the Subject 'The Retirement Reality Check' on Wednesday, May 8, 2013 at 1:30 pm (eastern time) 10:30 am (pacific time) Register Here: ...read more
Independent Fiduciary Plan Review: White Paper
As a company offering a retirement plan benefit to your employees, you are contributing greatly to their future financial security. You are also assuming serious and important responsibility. With heightened regulatory oversight by the Department of Labor, many business ...read more
Get Fit! Employee Financial Wellness, Good for Employers, Good for Emp
For Immediate Release David Gratke, CEO Gratke Wealth, LLC 888-970-8987 planwell@gratkewealth.comGratkewealth.com Portland, OR, February 27, 2012 Gratke Wealth will be participating in yourbrandlive's #OutdoorLive Day March 5thwith the presentation: Get Fit! Employee Financial ...read more
SIA SnowSports Snow Show Presentation
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 best practices for retirement plans for small-mid size businesses to learn what is ...read more
Save More Tomorrow: Practical Behavioral Finance Solutions to Improve
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 to a ...read more
401(k) Plan Health & Participant Retirement Readiness Workshop
For Immediate Release David Gratke, CEO Gratke Wealth, LLC 1-888-970-8987planwell@gratkewealth.comGratkewealth.com 401(k) Plan Health & Participant Retirement Readiness Breakfast Workshop The retirement plan landscape is changing quickly, and much of that change is taking ...read more