Plan Advisory That Educates and Makes a Difference
Magid is a private, family-owned research-based insights firm that has been in business for over 60 years. They provide a variety of customizable business offerings for operating strategy, branding, research, and managed services. Magid is well known for its work in the local media, global media and entertainment, consumer product goods, and gaming industries. Their services span nationwide with hubs in Los Angeles, New York City, Minneapolis, and Iowa.
We recently spoke with Beth McCartan, the CFO of Magid, to learn more about her ongoing 401(k) advisory experience with our Retirement Plan Solutions (RPS) team and the positive impacts they have had on Magid’s retirement plan. Here is what she had to share about working with our RPS team:
“I greatly enjoy working with the BerganKDV team, they do an excellent job adjusting to the size of our business. They are always willing and capable to take on as much work as needed to support our 401(k) plan. They keep us up to date on all rules and regulations and keep us prepared with training, quarterly meetings, and even discussing current topics in the news that may impact our planning strategy. The team is constantly offering up new solutions and ideas that go beyond standard services, like providing an education specialist, Ian, who is an outstanding resource for 401(k) education to our employees.
They are a sounding board and guide for all things related to our retirement plan. Specifically, they helped us navigate a unique challenge with the structure of our 401(k) offering and how it related to an employee’s situation. The BerganKDV team evaluated the situation and connected us with an attorney that specialized in that space who helped us find a solution. Without BerganKDV’s expertise and connections, we wouldn’t have known where to go to find answers for this situation. In addition to all the services and connections they provide, they are the nicest group of people who are a lot of fun to work with, which makes a big difference to the Magid team.”
Want us to write your success story? Contact us to learn more about our retirement plan services and what we can do for your business.
Testimonials and endorsements reflected in this article are in compliance with SEC Rule 206(4)-1 governing advertisements. The individual(s) or entity quoted in the article is/are actual client(s) of the BerganKDV Wealth Management, LLC and is/are not directly or indirectly compensated for the use of this testimonial or endorsement. All material conflicts of interest have been disclosed within the text of the above article.