Company Retirement Plan Consulting in Appleton, WI

Company Retirement Plans Built With Baird's Corporate Resources

Our scope includes the design and implementation of customized retirement plan solutions. We assist in choosing plan providers based on our personal experiences in conjunction with ongoing due diligence provided by Baird's Retirement Plans Consulting Team located in our corporate headquarters in Milwaukee. This facilitates our evaluation of each plan provider based on merit and quality over time. We understand that each plan sponsor's needs are unique and we work to recommend the most appropriate tailor-made solution. As an independent consultant, 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.

Retirement Plans and Pensions for Businesses, Non-Profits and Government

Baird's Retirement Plan Consulting Team is staffed with qualified plan professionals who average over 20 years of industry experience who are responsible for provider analysis and ongoing advisor support. This Team has the expertise, resources and relationships to help companies of any size establish and maintain a retirement program, including 401(k) plans, defined benefit pensions, 403(b) plans, 457 plans, profit sharing plans, and others. Their goal is to assist our team by taking a consultative approach to plan design, product due diligence, plan sponsor fiduciary assistance, competitive benchmarking, investment monitoring, and participant education.

Local Qualified Plan Financial Consultant (QPFC) Expertise

Steve Kornetzke, based in our Appleton, Wisconsin office, holds the Qualified Plan Financial Consultant (QPFC) credential. Developed by the American Society of Pension Professionals and Actuaries and the University of Michigan, the Qualified Plan Financial Consultant program provides an in-depth understanding of retirement planning concepts, terminology, distinctive features of qualified plans and the roles of retirement plan professionals. To earn this credential, one must demonstrate proficiency in the knowledge of plan administration, compliance, investments, fiduciary, and ethics issues. Completion of continuing education courses is required to maintain the credential.

What To Expect from Our Business Retirement Plan Consulting Services

With the support of Baird's Retirement Plan Consulting Team, the Purcell Kornetzke Group can ensure our recommendation for your company's retirement plan solution is the most appropriate one for your organization, helping employers and employees navigate this complex area of benefits. Our service model goes beyond the implementation of a customized retirement plan for your organization, adding value at every stage, including;

• The evaluation and selection of a company retirement plan provider
• Fiduciary management assistance
• Company retirement plan design consultation
  
• Investment consulting and reporting
  
• Vendor reviews and due diligence
  
• Vendor search and request-for-proposal services
  
• Retirement plan conversion assistance
  
• Expense and revenue analysis
• Fee benchmarking, the creation and implementation of an investment policy statement
• Employee/employer education and enrollment meetings
• Participant transactions, and
• Annual review meetings with company retirement plan sponsors.