at your service positive plans...retirement plan solution offering contact: [email protected]...
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RETIREMENTPLAN SOLUTION OFFERING
CONTACT:[email protected] x6133
AT YOUR SERVICEWe blend behavioral finance with optimal plan design to create positive outcomes for both the employer and employee. We maximize the investment you are making to the Plan and ensure your participants are properly educated to take full advantage of the benefit you are offering.
A PERFECT BLEND OF BEHAVIORAL FINANCE AND OPTIMAL PLAN DESIGN FOR THE EMPLOYER and EMPLOYEE.
Our proven process provides a thorough and balanced analysis of your plan. We stay current on product enhancements and take time to understand which offerings would fit your organization the best. Because 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.
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DISCOVERY
OPPORTUNITY and RISK
ANALYSIS and REVIEW
RESULTS
bergankdv.com | [email protected] | #starthere
PROVEN PROCESS
Our clear and concise retirement planning process will leave you confident in your choices. We’ll create a plan that aligns with your corporate goals and objectives and drive bottom line results to your organization. Our process focuses on five key areas:
PARTICIPANTEDUCATION
VENDOR MANAGEMENT and
BENCHMARKING
FIDUCIARY COMPLIANCE
PROACTIVE PLANDESIGN
INVESTMENTDUE DILIGENCE
WORKFORCE MANAGEMENTby BerganKDV
POSITIVE OUTCOMESPOSITIVE PLANS
Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor