Retirement Plan Consulting

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Baird believes the only way our firm can be successful and differentiate ourselves from our competitors, is in our commitment to provide clients with the following value-added retirement plan services:

Qualified Plan Financial Consultant (QPFC) Credential

The Qualified Plan Financial Consultant (QPFC) credential- developed by some of the nation’s leading advisors and retirement plan experts- demonstrates your knowledge, expertise and commitment to working with retirement plans.

Plan advisors who earn their QPFC demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Consultative Plan Advice

  • Information and advice on various plan features and design issues
  • Review the marketplace to select an appropriate provider of administrative services
  • Recommend investment managers to meet your plan’s objectives
  • Establish or review an Investment Policy Statement
  • Assist during plan set-up or conversion
Fiduciary and Regulatory Support

  • Provide regulatory and industry updates
  • Investment performance monitoring
    • Assist with selection of investment options
    • Track investment performance and compare with benchmarks
    • Monitor asset class style consistency
    • Conduct a periodic review of the Investment Policy Statement to ensure investments meet stated objectives

Employee Communication and Education

  • Leverage the services offered by your plan provider
    • Coordinate initial and ongoing employee-friendly enrollment meetings
    • Collaborate with your plan provider to offer ongoing investment education
    • Offer plan participants easy access to services and prompt response to inquiries
    • Coordinate education of participants and retirees on distribution options
  • Provide one-on-one investment guidance and asset allocation strategies, if requested
Service Components

  • Serve as liaison between your firm and your plan provider
  • Serve as your resource for plan design issues
  • Provide updates on trends and survey information on retirement plans nationwide

Contact us to get started.

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