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Nonprofits – How Does Your Organization Compare? June 19, 2017 by BerganKDV Team
Nonprofits – How Does Your Organization Compare?
The BDO Institute for Nonprofit Excellence recently developed a benchmarking survey produced in collaboration with The NonProfit Times to help nonprofits assess their key metrics. The survey examines performance in key areas such as strategic planning, operations, scope and impact, human resources and governance matters. Nonprofits of any kind can use the data to better […]
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Iowa Department of Revenue Changing eFile and Pay User ID Requirements June 19, 2017 by BerganKDV Team
Iowa Department of Revenue Changing eFile and Pay User ID Requirements
To increase the security of your tax information, the Iowa Department of Revenue is adding new security features to the department’s eFile & Pay system.
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Have you outgrown your IT Service provider? June 13, 2017 by Scott Meeker
Have you outgrown your IT Service provider?
BerganKDV Business Technology Consultant Scott Meeker talks about having meaningful conversations with your technology services provider.
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How Good Investors Can Make Better Investment Decisions June 12, 2017 by David G. Sparks, CFA
How Good Investors Can Make Better Investment Decisions
That last decision you made about money: was it rational? Irrational? Or just normal (a little bit of both?). If you are wondering what the heck this question even means, it means you’re probably normal.
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May 2017 NMI Report June 7, 2017 by BerganKDV Team
May 2017 NMI Report
Below you will find information on the U.S. Non-Manufacturing Managers Index (NMI®). This information is intended for those looking for forward leading indicators of non-manufacturing health in the U.S. Non-Manufacturing Index Summaries The NMI® registered 56.9 percent, which is 0.6 percentage points lower than the April reading of 57.5 percent. This represents continued growth in the non-manufacturing […]
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Company Stock and Fiduciary Considerations June 5, 2017 by RPAG, brought to you by BerganKDV Wealth Management
Company Stock and Fiduciary Considerations
In recent years, there has been a substantial increase in litigation involving retirement plans that have invested in the stock of their sponsoring company. The only definitive way for plan fiduciaries to avoid liability with respect to plan investments in employer stock is to avoid such investments altogether. Nevertheless, many employers, believing that employer stock […]
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Should a Retirement Plan Implement a Fee Policy Statement? June 5, 2017 by RPAG, brought to you by BerganKDV Wealth Management
Should a Retirement Plan Implement a Fee Policy Statement?
For the client who may be concerned about fiduciary compliance, a fee policy statement may give comfort. Like all other fiduciary actions, the value of this statement is a function of how well it is written (not too loose nor too tight) and how consistently a plan sponsor actually describes/practices the process documented. So, a […]
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Recruit, Retain, Retire – Reframing Financial Wellness June 5, 2017 by RPAG, brought to you by BerganKDV Wealth Management
Recruit, Retain, Retire – Reframing Financial Wellness
So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations. A more effective angle, however, may come in the form of the company’s increased ability to recruit, retain, and allow a happier workforce to retire on time. This provides advisors with a unique way […]
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Time to Reset Expectations June 5, 2017 by RPAG, brought to you by BerganKDV Wealth Management
Time to Reset Expectations
We are now in the eighth year of an equity bull market, making this the second-longest upswing in American history. 1 Additionally, the bond market has been in a secular bull market since 1982 as rates on the 10-year treasury fell steadily from above 14 percent to below 2 percent last year. 2 The recent […]
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May 2017 PMI June 1, 2017 by BerganKDV Team
May 2017 PMI
Below you will find information on the U.S. manufacturing Purchasing Managers Index (PMI®). This forward leading information is intended for those that are manufacturers or do business with manufacturers. Domestic Manufacturing PMI® at 54.9%, an increase of 0.1 percentage point from the April reading of 54.8%, indicating growth in manufacturing for the ninth consecutive month. New orders […]
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