Qualified Plan Consulting Group
Facilitating a qualified retirement plan that meets diverse employee needs and maximizes value all 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
Highlights
Two members of The Qualified Plan Consulting Group were recognized among the top 40 advisors under 40 by OnWallStreet. Another member was recognized among the Financial Times Top 401 Retirement Advisors of 2019.
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
- The Braun Walsh Group, Grand Rapids, Michigan1
- The CHP Group, Nashville, Tennessee1
- The Deutsch, Smith and Colangelo Group, Cincinnati, Ohio1
- The Ditto Group, Lexington, KY1
- The Duncan Group, Indianapolis, IN1
- Stephen Ellsworth/Robert Brann, Houston, Texas1
- The Estes Holland Group, Louisville, KY and Bloomington, IN1
- The Foutch Group, Glasgow, KY1
- Bryan Fiene, Madison, Wisconsin1
- The Gehler Luedke Group, Madison, Wisconsin1
- Scott A. George, Utica, NY2
- John Glennon/Waymon Tipton, Nashville, TN1
- Jeremy Hall, Nashville, Tennessee1
- The Hirsch Group, Tampa, Florida1
- The JPR Group, Bowling Green, KY1
- The Kraft Roethler Group, Cleveland, Ohio1
- Looking Glass Financial Advisors, Asheville, NC1
- The Mahurin Group, Bowling Green, KY1
- The Marshall-Amato-Buxton Group, Portland, Oregon1,2
- The Matz Seiler Group, Minnetonka, Minnestota1
- Tom Olson/Kyle Everett, Mishawaka, Indiana1
- The Parrott, Floyd & McMillan Group, Charlotte, North Carolina2
- The Pauly Nethery Koth Group, Mequon, Wisconsin1
- The Penn Valente Group, Towson, Maryland1,2
- Sean Miranda, Louisville, KY1
- The Settle Group, Owensboro, KY2
- The SG Group, Milwaukee, Wisconsin1
- The Shaughnessy Roed Group, Bellevue, WA1
- The Sommersberger Group, Mequon, Wisconsin1
- The SRVP Group, Easton, MD1
- Vista Partners, Louisville, KY1
- The Yasgur, Adams and Sams Group, Cincinnati, Ohio1
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