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.
As you know, a retirement plan sponsor must act as a prudent expert under the Employee Retirement Income Act of 1974 (ERISA), and is held to a fiduciary standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues.
Our independent team can move quickly and stay ahead ofÂ changing market trends, offering a level of plan optimization; management and service that makes it easier to stay successful. Our partnership with Retirement Plan Advisory Group puts tremendous resources in our collective hands as we are the largest retirement consulting group in the nation with over 25,000 plans and over $115 billion under management.