In conjunction with our team, we serve as an independent consultant on retirement plans. The ongoing management of your retirement plan demands attention to detail, as well as valuable organizational and interpersonal skills.
We strongly believe in our ability to assist plan sponsors in understanding and managing their fiduciary responsibility.

We offer services that support employers and their employees:

• Fiduciary management assistance
  
• Plan design consultation
  
• Investment consulting and reporting
  
• Vendor reviews and due diligence
  
• Vendor search and request for proposal services
  
• Plan conversion assistance
  
• Expense and revenue analysis
  
• Employee education and monitoring of its success
  

We deliver an unbiased objective approach to our clients:

• We have no proprietary requirements.
  
• We are vendor, provider and investment-neutral.
  
• We use a level compensation methodology to preserve our objectivity.
  
• The varied businesses of Baird have no bearing on our recommendations for a plan.
  

Serving retirement plan clients is our primary focus:

• Our clients come first.
  
• We believe in specialization and dedication to the retirement plans industry.
  
• Our provider relationships are broad and significant.
  
• We offer an independent approach from a financially strong, employee-owned firm.
  
• Our team leverages the depth and expertise of our Retirement Plan Consulting and Asset Manager Research teams to provide comprehensive solutions and world-class client service.
  
• We believe in continuous and meaningful education.
  

Great outcomes are built on culture, enduring values and dedicated teamwork. Trust the deep expertise of the Baird Qualified Plan Consulting Group. If you are not completely satisfied with the design, cost, service or administration of your retirement plan, please contact us for a free analysis of your plan.

• Plan conversion assistance
  
• Expense and revenue analysis
  
• Employee education and monitoring of its success