B R O K E R - D E A L E R S & R I A s | N A P A F I R M P A R T N E R S | N A P A B L A C K B O O K 2019
BENEFIT FINANCIAL SERVICES GROUP
BERGANKDV WEALTH MANAGEMENT
I R V I N E , C A | b f s g . co m
M I N N E A P O L I S , M N | bergankdv.com
KEY CONTACTS
Tina Schackman | 4 . .0141 | tinas@bfsg.com Darren Stewart | 4 . .01 1 | dstewart bfsg.com Chris Rowey | 949.955.3480 | crowey bfsg.com
FIRM PROFILE
As fiduciaries we strive to provide full transparency to our clients and place their interests first. Benefit Financial Services Group is committed to providing the highest uality retirement plan consulting and wealth management services to our clients.
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE
» Business Development Consultants
NAPA-NET.ORG
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KEY CONTACTS
Matt Cosgriff | 952.563.6956 | matt.cosgriff@bergankdv.com Josh Rapp | 952. 563.6868 | josh.rapp@bergankdv.com Connie Mitchell | 952.563.6827 | connie.mitchell@bergankdv.com
FIRM PROFILE
BerganKD is a leading professional services firm that offers customized business, financial and technology solutions to address complex challenges. Our dedicated retirement plan consulting team focuses on blending behavioral finance with optimal plan design to create positive outcomes for both the employer and employee.
PRIMARY MARKET(S) SERVED
OPTIONS AVAILABLE
» Benchmarking Tools
» rd Party endor Analysis Tool » Other Tools
» CRM/Data Aggregation
» Participant Advice/Participant Services
» Other Tools
» Participant Advice/Participant Services
» Benchmarking Tools
» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models
» CRM/Data Aggregation
» 40 (b) ( ) In-House or Outsourced » Plan Sponsor Fiduciary Training » Stable alue Analysis
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» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models » Plan Sponsor Fiduciary Training » Stable alue Analysis » Minimum Fee Schedules
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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