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DOL Asks For More Time to Think About Federal Overtime Ruling April 25, 2017 by BerganKDV Team
DOL Asks For More Time to Think About Federal Overtime Ruling
The Department of Justice (DOJ), acting on behalf of the Department of Labor (DOL), has filed a motion with the Fifth Circuit Court of Appeals seeking to give the DOL more time to appeal a federal district court decision that blocked implementation of the final overtime rule which was scheduled to go into effect on […]
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The President, Parliament, and Predicament of France April 24, 2017 by David G. Sparks, CFA
The President, Parliament, and Predicament of France
Investors who had been holding their breaths during the French presidential election primary appeared to exhale in relief after the first round of voting on Sunday, April 23, 2017.
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Recent Developments That May Impact Your Tax Situation April 23, 2017 by BerganKDV Team
Recent Developments That May Impact Your Tax Situation
There were a number of important tax developments in the first quarter of 2017.  The following is a summary of important developments that have occurred in the past three months that impact your tax situation. New guidance on how small businesses can use a research credit to offset payroll tax. Businesses that increase certain research […]
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How to Respond to Recent Release of NSA Hacking Tools April 17, 2017 by BerganKDV Team
How to Respond to Recent Release of NSA Hacking Tools
Information was released on April 14th relating to the release of hacking tools used by the NSA by a hacking group named Shadow Brokers.
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Wealth Management Client Newsletter April 13, 2017 by BerganKDV Team
Wealth Management Client Newsletter
Read the latest Wealth Management client newsletter here. 
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Fiduciary Risk when Using Industry Average Reports to Determine Fee Reasonableness April 12, 2017 by RPAG, brought to you by BerganKDV Wealth Management
Fiduciary Risk when Using Industry Average Reports to Determine Fee Reasonableness
This is a very important and often misunderstood issue. Industry average fee data can serve as a good general “second opinion” of fee reasonableness. The industry recognizes that fees can be very plan-centric in nature. National averages may not capture the nuances of plans that drive cost (both in a positive and negative manner). Thus […]
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Fortified Decision-Making – Structure your plan committee meetings for success April 12, 2017 by RPAG, brought to you by BerganKDV Wealth Management
Fortified Decision-Making – Structure your plan committee meetings for success
Defined contribution (DC) plan committees face increasing scrutiny on the myriad of decisions they make for their respective plans. During quarterly committee meetings, it’s no longer enough to run through an agenda of basic responsibilities; now, more than ever, leading plan committees recognize that they need to address all of the issues that they are […]
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Did Someone Order a Large? April 12, 2017 by RPAG, brought to you by BerganKDV Wealth Management
Did Someone Order a Large?
Any committee member sitting through their share of plan investment review meetings has heard the term “large cap” come up quite frequently. In our experience, large cap funds are top of list when the review turns to the stand-alone funds in the lineup. Given this place of prominence, it is critical to ponder its definition, […]
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CRM, ERP, MRP, SaaS? Decoding the Alphabet Soup of Enterprise Resource Planning April 11, 2017 by BerganKDV Team
CRM, ERP, MRP, SaaS? Decoding the Alphabet Soup of Enterprise Resource Planning
In the world of manufacturing technology, it seems the acronyms can overwhelm a conversation pretty quickly. We pulled together some common terms used when you are looking at software solutions to run all of your key operations and financial business processes.
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BerganKDV Accounting Internship Wrap Up April 10, 2017 by Danica Tiberi
BerganKDV Accounting Internship Wrap Up
We recently checked in with our 2017 interns to hear about their experiences in our accounting internship. They talked to us about how the experience has prepared them for their future, lessons learned and shared advice for future interns. In what ways did this internship prepare you for your future career in the industry? Julia […]
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