Gary WrightQPFC, CDFA™

Qualified Retirement Plans

401(k), 403(b), Profit-Sharing, Defined Benefit, etc.

As a core business and a member of the select Qualified Plan Consulting Group, I specialize in advising plan sponsors in all areas of plan design and operation.  My objective is to help create successful outcomes for both the plan sponsor and its participants.  My process-driven approach is designed to assist plan sponsors to navigate the complex regulatory environment, help reduce administrative burdens and provide protection to plan fiduciaries (those exercising any authority or control over the plan).  BAIRD, and our Qualified Plan Consulting Group members, pride ourselves on being independent, objective and consultative. 

My Value Proposition

Your company’s trusted, local partner

On a proactive basis, I provide unbiased solutions and quality services to help employers achieve success in managing their retirement program. 

Continuous plan improvement is my strategic vision and delivering it to you and your participants in an effective fashion consistent with your needs is my mission.

My approach emphasizes

Plan Design Consultation to review your company’s retirement plan goals and compare the plan’s provisions with similar industry trends.

Investment Oversight to provide investment due diligence, promote investment diversification, and evaluate performance.  In addition, to provide updates on new investment options and product offerings that may benefit plan participants.

Participant Education to provide one-on-one participant education, financial planning, and assist the Plan Sponsor in monitoring “successful” participant retirement plan outcomes.

Fiduciary Management Assistance to provide education to the Retirement Plan Committee on fiduciary responsibilities; assist in drafting and the ongoing review of the Plan’s Investment Policy Statement; customize an Education Policy Statement based on the participants’ needs; periodically benchmark the plan with other similar company plans; and assist the Plan Sponsor in understanding ERISA § 404(c).  Written Fiduciary acceptance is available for larger plan cases.

Vendor Due Diligence to ensure the most beneficial and appropriate retirement program is recommended. 

Fee and Provider Comparison to analyze fees and services.

Specialization, passion, and expertise define my commitment to help you achieve success.