Qualified Plan Consulting

Retirement plans are beneficial for both employers and employees often using tax deferred strategies to allow them take control of their retirement. At The McCallum Group we understand the unique needs of each individual company and can help guide them through the complicated nature of this crucial piece to the benefit blueprint. At Baird we can assist with a number of different services including:

  • Vendor Due Diligence
  • Performance Monitoring
  • Investment Consulting
  • Plan Design Consultation
  • Asset Allocation Review
  • Participation Education

See below for more information about the different retirement plans offered by Baird

Defined Benefit Plan and Cash Balance Plan Proposal

Defined benefit and cash balance plans are a great way for small business owners to put a lot of money away for retirement. For a free qualified plan proposal call Ryan at 1-248-723-7361 or email rmccallum@rwbaird.com with the following employee information:

  • First and Last Name
  • Date of Birth
  • Length of Employment
  • Annual Hours
  • W-2 Compensation
  • Ownership % (If applicable)
  • Relationship to Owner (If applicable)
  • Schedule C or K-1 Net Income

Cash Balance Plans PDF Baird

Defined Benefit Plan PDF Baird

Individual 401(k) Plans

Individual 401(k) Plans PDF Baird

Individual Roth 401(k) Plans PDF Baird

401K Retirement Plans

401(k) Retirement Plans PDF Baird