John Bogard

John Bogard

401(k) & 403(b) Service Manager

Experience:

John Bogard joined J.J. Swanson Advisory Group in 2013 following his retirement  from a 24 year career as an Employee Benefits Consultant and Financial Advisor. Previously John had retired from a 29 year career selling large scale computer systems for IBM.  During his career as an Employee Benefits Consultant and Financial Advisor John earned the credentials of CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), RHU (Registered Heath Underwriter) and REBC (Registered Employee Benefits Consultant).

Education & Credentials:

John graduated from the University of Minnesota in December 1960 and was a member of the 1957 Gopher Football Team and was an active supporter of the 1960 National Champion Team. He recently retired as Chairman of the Goal Line Club (the official Booster Club of Gopher Football) Membership Committee.

As the J. J. Swanson Advisory Group 401(k) & 403(b) Service Manager, John is in contact with the Primary Contacts of our Corporate Retirement Plan clients providing them with periodic plan reports, scheduling enrollment meetings for new employees, distributing monthly newsletters, researching ERISA questions, reminding clients when their regulatory filings are due and assisting new corporate clients with their plan implementation questions.

Interests:

John and his wife of 58 years, Judith, reside in Golden Valley.

Phone 952-277-4303
Fax 952-277-4301