401(k) Plan Health & Participant Retirement Readiness Workshop
Join us for a workshop where we will discuss the changing retirement plan landscape. We will discuss how to measure both plan health for employers and employee (participant) retirement readiness.
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For Immediate Release
David Gratke, CEO
Gratke Wealth, LLC
401(k) Plan Health & Participant Retirement Readiness Breakfast Workshop
The retirement plan landscape is changing quickly, and much of that change is taking place in 2012. Join us in a discussion regarding best practices for retirement plans, where we will discuss how to measure both plan health for employers and employee (participant) retirement readiness.
We will look at the retirement landscape pre- and post-recession, and discuss what plans require to be successful today. What are Generations X and Y thinking with respect to their financial lives, and how does retirement planning fit into that thinking? What are the boomers thinking, and what are they doing inside of their retirement accounts?
How does this impact your retirement plan? As a plan sponsor, learn how you can measure your plan’s health and your participant’s retirement readiness.
David Gratke — CEO Gratke Wealth, LLC
John Randal, AIF, CRPS — Sales Director MassMutual Retirement Services
Brett A. Round — Vice President American Century Investments
Register:click here or call 1-888-970-8987
Date: Wednesday, September 26, 2012
Time: 7:30 a.m. – 9:00 a.m.
Jean Vollum Natural Capital Center (Ecotrust Building)
721 NW 9th Avenue (9th and Johnson)
Portland, OR 97209
click here for directions