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Can Your Technology Weather a Storm? May 10, 2018 by Scott Meeker
Can Your Technology Weather a Storm?
Imagine heading out for a day at the beach. You are dressed in shorts and a t-shirt. You brought your sunscreen and you even remembered an umbrella. Now imagine you get to the beach and are caught in a treacherous blizzard. That sunscreen and umbrella are not going to be of much help. You soon realize that you are completely unprepared, and better brace yourself for a painful experience. How do you ensure your business is never in this situation? 
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How might it be in 2023 and how to get there – Part 2 May 10, 2018 by Jim Stelten
How might it be in 2023 and how to get there – Part 2
The CPA profession is undergoing the most significant transformation ever over the next five+ years! This is an exciting time for all of us – at every level. It is also a time of concern for leaders as they make decisions about their firm’s future direction. This is the second part of a two-part article […]
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How might it be in 2023 and how to get there: Part 1 May 10, 2018 by Jim Stelten
How might it be in 2023 and how to get there: Part 1
Our CPA profession is undergoing the most significant transformation ever during the next 5+ years!  This is an exciting time for all of us – at every level.  It is also a time of concern for leaders as they make decisions about their firm’s future direction. This article is a two-part article intended for partners […]
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Hey Joel! – Answers from a recovering former practicing ERISA attorney May 7, 2018 by Featured by RPAG, brought to you by BerganKDV Wealth Management
Hey Joel! – Answers from a recovering former practicing ERISA attorney
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Should I distribute the Fiduciary Investment Review to plan participants? – Generous in Georgia Dear Generous, I appreciate your desire to provide detailed information to your plan participants, but hold your horses. While there […]
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Evaluating Your Plan and Fees? Think More, Not Less. May 7, 2018 by Featured by RPAG, brought to you by BerganKDV Wealth Management
Evaluating Your Plan and Fees? Think More, Not Less.
Should you reduce your plan’s fees to better serve participants? Many vocal experts speaking on behalf of investors and participants say “yes” – unequivocally. But what about the investors and participants themselves? What do they say? Invesco Consulting teamed up with language experts Maslansky + partners to get the answer. The nine-month study included in-depth […]
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Have You Conducted a Fee Equalization/Levelization? May 7, 2018 by Featured by RPAG, brought to you by BerganKDV Wealth Management
Have You Conducted a Fee Equalization/Levelization?
Bill Tugaw, Governmental Plan Practice Leader Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater and more understandable disclosure. Simply put, there are two basic types of fees: administrative and investment-related. The investment-related fees are deducted from earnings on […]
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Mission Matters May 3, 2018 by BerganKDV Team
Mission Matters
A mission statement is more than mere words plastered on a website or at the top of an annual report – it represents everything an organization stands for and all that it can accomplish. It drives the organization and its work. There is a cyclical ad infinitum relationship between a nonprofit organization’s mission, its impact, […]
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Passing Down the Family Cabin April 23, 2018 by Sam Rouman CFP®, CLU, ChFC, AIF®, Wealth Advisor
Passing Down the Family Cabin
The family cabin often holds many memories and nostalgia, especially for multi-generational families, and for some for whom a cabin was the only “vacation” spot they ever knew.
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Meet a Team Member: Lori Buettner April 23, 2018 by BerganKDV Team
Meet a Team Member: Lori Buettner
Lori works in our St. Cloud, MN office as a Client Care Specialist for the wealth management team. She assists with client requests and helps the advisors to coordinate and prepare for client meetings and follows through with any paperwork that needs to be processed to ensure it is completely accurately. What is your favorite […]
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Meet an Advisor: Ted Nahas April 23, 2018 by BerganKDV Team
Meet an Advisor: Ted Nahas
Meet an Advisor: Ted Nahas Ted is a wealth advisor in our Des Moines, IA office. We recently caught up with him to hear his advice for others starting out in their careers and to get his take on what character traits he admires in others. What career advice would you give to someone who […]
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