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 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.
Who Should Participate:
All executive decision makers responsible for the creation, management and monitoring of a small-mid sized company 401(k) retirement plan.
What you will Learn:
1.) What’s involved in setting up a retirement plan; time & staffing commitments and costs involved
2.) Terminologies used and parties involved in managing a retirement plan
3.) How to create best practices for both the employer and the participant alike within a retirement plan.
David Gratke — CEO
Gratke Wealth, LLC
Date: Thursday, January 31, 2013
Time: 4:30 p.m. - 5:30 p.m. Refreshments served
Denver Convention Center, Room 302
700 14th Street
Denver, CO 80202