763-442-2196 | OAKDALE, MN

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Purkat Financial is a Registered Investment Advisor focused on helping business owners, plan sponsors, financial advisors, and plan participants navigate 401k options.

Purkat Financial: 

  • HELPS businesses offer a premier 401(k) solution for employees
  • ALLEVIATES time-consuming plan administration tasks
  • CLARIFIES 401(k) plan options and best practices
  • IMPROVES retirement plan options 
  • EDUCATES employees on how to maximize their benefit
  • VALUES the well-being of all our clients

SEE ALL SERVICES LEARN MORE ABOUT US

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Guiding Your Retirement

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WHO WE WORK WITH



Business Owners

BusinessOwners

Your Options

Fee-Only Financial Advisors

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Individuals Wanting Retirment

IndividualsWanting Retirement

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LATEST NEWS

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    Heavyweight Match Up: The Department of Labor vs. The Field

    Not that long ago, I wrote about what it means to be a fiduciary - you know, taking responsibility for your actions, being held accountable for the advice you give, and putting your client's interests first - as we continue to wait in anticipation for the Office of Management and Budget (OMB) to green light the Department of Labor's final ruling on its proposed fiduciary ruling.With this ruling, the DOL is set to increase the standard of providing advice to retirement accounts - 401(k)s and IRAs...  Read More

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    Fiduciary: What Does it Really Mean?

    Even though its been a hot topic within the financial services industry the last few years, the word "fiduciary" is still foreign to many of those outside the industry.   This week's post is an anecdotal story to help people understand what it means to be a fiduciary. Enjoy!Its not something you think about very much as an adolescent - your parents or coaches or other adults being your role model - but looking back on it, that's exactly what they were. Doing the little things, going ab...  Read More

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    10 Features Every 401(K) Plan Needs to Have in 2016

    Don't let your 401(k) plan go stale - use this guide to see where you can add value to your company's plan and make it easier for your employees to save for retirement.1. Employee contribution limit maxed out to 100%The IRS allows an employee the lesser of 100% of his/her compensation or $18,000* to be contributed to their 401(k) account. In some instances, 401(k) plans may have been adopted (i.e. started or created) by an employer that limited the parameters of the plan for one r...  Read More

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