Qualified Plan Disclosure Documentation

Welcome to the Qualified Plan Disclosure Page for Robert W. Baird & Co.

At Baird, we have a strong commitment to provide our qualified plan clients with full disclosure of our compensation and services. Our goal is to help you gather and understand important information that will help you meet your fiduciary duties as a plan sponsor.

You have received a disclosure packet containing information now required by the Department of Labor to help you assess cost and services related to your plan. This website contains additional resources and product information pertinent to your plan relationship with us.

The cover letter included in your packet provides a password to access our resources.