BerganKDV’s Retirement Plan Solutions (RPS) Team has earned a spot on the National Association of Plan Advisors’ (NAPA) Top DC Advisor Team list for multi-office firms. This annual list recognizes firms based on their self-reported defined contribution (DC) assets under advisement as of Dec. 31, 2020 and requires applicants to have more than one office established. Firms that made the list vary greatly in terms of size, number of advisors, and geographic location and combined, make up more than $2 trillion in DC assets.
“We are honored to be a part of NAPA’s top advisors list this year,” said Retirement Plan Solutions Director Kyle Nelson, CPFA, AIF®, “This achievement wouldn’t have been possible without the incredible efforts of our team members and advisors who work every day to improve the quality of retirement plan advice for our clients. Being recognized for our DC assets is wonderful and a great indicator that our strategies are working, which allows us to continue our mission of building a better financial future for plan participants.”
This is the third year NAPA has compiled this list and the first year that BerganKDV’s RPS team has earned a spot. The BerganKDV Retirement Plan Solutions team operates under BerganKDV Wealth Management, LLC which is led by Matt Cosgriff, CFP® and has 24 team members working in the firm’s Minnesota, Iowa, and Nebraska locations. The RPS team actively partners with clients to assist with vendor management and benchmarking, fiduciary compliance, investment due diligence, proactive plan design, and participant financial wellness education.