The Qualified Plan Consulting Group at Baird

Facilitating a qualified retirement plan that meets diverse employee needs while containing costs requires dedicated teamwork. That’s why Baird created The Qualified Plan Consulting Group – an affiliation of the firm’s top financial advisors throughout the country who specialize in retirement plan consulting. Your organization – and your employees – deserve a team of retirement plan experts committed to their long-term success.

Our Consultative Services

Our teams serve as independent consultants for defined contribution, defined benefit, and non-qualified deferred compensation retirement plan clients. Baird serves a growing number of middle-market companies seeking an unbiased advisor team to provide services to their plans. The Qualified Plan Consulting Group provides customized, comprehensive and flexible solutions and services that support both you and your employees. Click on each of the services below to learn how Baird serves its retirement plan clients.

Plan Sponsor Services  Fiduciary Management Assistance    
Plan Design Consultation  
Investment Consulting  
Performance Monitoring  
Asset Allocation Review  
Participant Education  
Vendor Due Diligence
Benchmarking Services

The Qualified Plan Consulting
Group Advantage

We deliver an objective approach in serving our clients.

Serving our retirement plan clients is the primary focus of our teams.

Our goal is to best serve our clients and help create successful retirement outcomes for plan participants.


Work with a Baird Qualified Plan Consulting Group Team

Click on any of the links below to learn more about specific members of The Qualified Plan Consulting Group. Our team members frequently work with companies and organizations outside their own state.

1Earned the Qualified Plan Financial Consultant designation through the American Society of Pension Professionals and Actuaries (ASPPA)

2Earned the Chartered Retirement Plans SpecialistSM designation offered by the College of Financial Planning