Qualified Plan Consulting Group
 Qualified plan consultation is a highly specialized field requiring years of experience and depth of expertise. Baird takes an approach unique from other firms to serve this niche of consulting. We recognize that special knowledge of and dedication to the qualified plan field is paramount to the quality of our services and the success of our clients’ plans and their participants

Jeff Walsh, QPFC 
Jeff brings more than ten years of industry experience to the Qualified Plan Consulting Group.

• 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 fi rm.
• 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. Our goal is to best serve our plan clients, resulting in successful retirement outcomes for participants.

We deliver an unbiased objective approach in serving our clients
  • We have no proprietary requirements.
  • We are vendor, provider and investment neutral.
  • We use a level compensation methodology to preserve objectivity.
  • The varied businesses of Baird have no bearing on our recommendations for the plan.