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:
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:
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
- 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
