Best Practices for Optimizing Your Organization’s Retirement Plan 

Best Practices for Optimizing Your Organization’s Retirement Plan 

Is your organization utilizing its retirement plan benefit to its fullest potential? With recruiting talent being more competitive than ever, it’s no longer sufficient to simply offer a retirement plan. Join our BerganKDV Retirement Plan Solutions team as we discuss best practices for optimizing your retirement plans to boost plan participation and help your organization’s offering stand out from the rest. The session will cover the following material:
    • Plan design optimization
    • Fee benchmarking
    • How to reduce fiduciary risk
    • Benefits of plan education
    • And more!

Connect with our Retirement Plan Services team for a complimentary competitive plan analysis! Contact the team here.

DATE: January 11, 2022
TIME: 01:00 pm - 02:00 pm
PRESENTER: Kyle Nelson, CPFA, AIF®, Director of Retirement Plan Solutions // Ken Zarske, CPFA, Senior Retirement Sales Consultant // Ian O'Brien, Education Specialist

Meet Our Team

Powered by people who do business the Midwest way.


Learn More About Our Services

We’re more than finance. More than tech. More than wealth management.