BerganKDV Wealth Management’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, 2022, and requires applicants to have more than one office or physical location. Firms that made the list vary in size, number of advisors, and geographic location and when combined, make up more than $2 trillion in DC assets.
“BerganKDV is thrilled to be named on NAPA’s top advisors list,” said Matt Cosgriff, Director of Wealth Management at BerganKDV. “This acknowledgment wouldn’t be possible without the hard work and dedication of our team that works every day to improve the financial well-being of plan participants and the organizations we serve.”
This is the fifth year NAPA has compiled this list and the second year that BerganKDV’s RPS team has earned a spot. The BerganKDV Retirement Plan Solutions team operates under BerganKDV Wealth Management, LLC and has 31 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.