Meet Your Retirement Plan Solutions Team
As your partner, we have a fiduciary duty to act in your best interest, we ensure there are no conflicts of interest, providing you with a partner who is able to mitigate liability risk, save you time and provide peace of mind.
We become a trusted extension and educator in a world where retirement plan litigation is rapidly increasing. It’s that simple.
THE TEAM THAT ELEVATES EVERY PLAN
Unlock The Data With A Competitive Analysis
Your Retirement Plan is a Differentiator
A competitive analysis will unlock the data to maximize this pivotal employee benefit.
BerganKDV’s Retirement Plan Solutions Named a 2020 Top Multi-Office DC Advisor Team by NAPA
“This achievement wouldn’t have been possible without the incredible efforts of our team members and advisors who work every day to improve the quality of retirement plan advice for our clients.” – Kyle Nelson, Retirement Plan Solutions Director
A Trusted Team, Process and Experience
Resulting in 1 Billion Dollars in Assets Under Management
“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.”
EDUCATION THAT MAKES A DIFFERENCE
Our Retirement Education program boasts an impressive 9.68/10 rating amongst plan participants.
We can be your partner in providing your employees with resources that will increase plan participation and overall financial wellness.
A Special Focus on Education
Our customized approach to plan education ensures your plan participants are set up for success. Resource took kits, training opportunities, and access to our retirement education specialist will bring your plan participation to new heights. (Check out our financial education resources here.)
Here to Support
Our experienced team is standing by ready to discuss your organization’s retirement plan needs around
- Vendor Management and Benchmarking
- Fiduciary Compliance
- Investment Due Diligence
- Proactive Plan Design
- Participant Education
RESOURCES BUILT FOR FIDUCIARIES
Best Practices for Optimizing Your Organization’s Retirement Plan
HSAs: A Win-Win for Retirement
Payroll Integration and Your Retirement Plan
Proper Recordkeeping Calls for Precise Payroll Data Operating a business requires deep attention and focus as leaders are responsible for ensuring multiple facets of the organization are running smoothly. Their priorities expand across the business, one of those being the management of the retirement plan. Leaders are turning to providers to manage risk and streamline […]
Testimonials and endorsements reflected on this page are in compliance with SEC Rule 206(4)-1 governing advertisements. The individual(s) or entity quoted in the article is/are actual client(s) of the BerganKDV Wealth Management, LLC and is/are not directly or indirectly compensated for the use of this testimonial or endorsement. All material conflicts of interest have been disclosed within the text of the above article.