Fiduciaries Can Receive a Free Fee Benchmark

If you're not sure how your plan's fees stack up, we can help with a complimentary fee benchmark.

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Personal Touch & Progressive Plans

A perfect blend of behavioral finance and optimal plan design for the employer and employee.

With something as important as what your employees spend their lives saving for, your company’s retirement plans should be created in a way that everyone benefits. Our team of experts is dedicated to navigating through all the intricacies of maintaining a compliant qualified retirement plan and maximizing investments.

Your team will be holistically educated so they know how to take full advantage of the benefits.  Additionally, our team provides expertise on the addition of a non-qualified plan as a way to attract and retain talented individuals.

Contact Our Team to Get Started

Our process focuses on five key areas:

  • Investment Due Diligence
  • Financial Wellness Participant Education
  • Vendor Management and Benchmarking
  • Fiduciary Governance
  • Proactive Plan Design

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.

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.

Request a Free Competitive Analysis

AWARD WINNING

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.”

Contact Our Team to Get Started

9

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.

 

"The team is constantly offering up new solutions and ideas that go beyond standard services, like providing an education specialist, Ian, who is an outstanding resource for 401(k) education to our employees."
// BETH MCCARTAN, CHIEF FINANCIAL OFFICER, MAGID

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.)

Let’s Get Started! Request a Quote

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

Contact Our Team to Get Started

RESOURCES BUILT FOR FIDUCIARIES

Be Prepared for the Unexpected: The Benefits of an Emergency Fund

Be Prepared for the Unexpected: The Benefits of an Emergency Fund

June 22, 2023 Ian O'Brien
Time Is On Your Side: The Advantages of Saving Early for Retirement

Time Is On Your Side: The Advantages of Saving Early for Retirement

May 09, 2023 Ian O'Brien
Is It Time for a Retirement Plan Checkup?

Is It Time for a Retirement Plan Checkup?

April 14, 2023 Ian O'Brien
//  ON-DEMAND

Best Practices for Optimizing Your Organization’s Retirement Plan

With recruiting talent being more competitive than ever, it’s no longer sufficient to simply offer a retirement plan. In this webinar we discuss how to boost plan participation and help your organization’s offering stand out from the rest.
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//  ON-DEMAND

HSAs: A Win-Win for Retirement

Health Savings Account (HSA) assets have grown by nearly $30 billion since 2019 and are continuing to rise. Learn why this powerful program has become so popular.
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//  guide

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 […]

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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.

Fiduciaries Can Receive a Free Fee Benchmark

If you're not sure how your plan's fees stack up, we can help with a complimentary fee benchmark.

// Get Your Free Benchmark