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.

WEBINAR: Are your retirement plan fees fair and reasonable?

Understand your retirement plan fees and protect your organization from litigation risk and DOL penalties.

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

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.

RESOURCES BUILT FOR FIDUCIARIES

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.

Let’s Get Started! Request a Quote

"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

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

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.

WEBINAR: Are your retirement plan fees fair and reasonable?

Understand your retirement plan fees and protect your organization from litigation risk and DOL penalties.