BerganKDV’s Retirement Plan Solutions Team Hits $1 Billion in Plan Assets

BerganKDV’s Retirement Plan Solutions (RPS) Team has hit a major milestone by surpassing over one billion dollars in retirement plan assets under management. The RPS team helps organizations maximize the investment they are making in their retirement plan and ensures plan participants are properly educated to take full advantage of the benefits provided by the organization’s retirement plan.

“This milestone is a huge achievement for our RPS team,” said Wealth Management Solutions Leader Matt Cosgriff, CFP®, “It validates our team’s approach to assisting companies with their retirement planning needs and continues to establish our organization as an industry leader in providing a wow experience to our clients.”

“Hitting one billion in assets is incredible and I am so proud of our team,” said Retirement Plan Solutions Director Kyle Nelson, CPFA, AIF®, “This milestone confirms that our methods of helping organizations minimize risks and costs associated with their retirement plans are effective. We’re proud to offer solutions that help companies attract and retain valuable talent, all while providing plan participants with the tools they need for a sustaining financial future.”

The Retirement Plan Solutions group 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 works diligently to assist clients with vendor management and benchmarking, fiduciary compliance, investment due diligence, proactive plan design and participant education.



About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.


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