Jeremy is a member of Baird's Qualified Plan Consulting Group - an exclusive collaboration of Financial Advisors who have dedicated their businesses to retirement plan clients. We pride ourselves on being independent, objective and consultative.

• We have no proprietary requirements
• We are vendor, provider, and investment neutral.
• We use a level compensation methodology to preserve our objectivity.
• Serving our retirement plan clients is our primary focus.
• We offer an independent approach as an associate-owned firm.

401(k), 403(b), Profit-Sharing, Defined Benefit, etc.

We specialize in advising plan sponsors in all areas of plan design and operation. Our objective is to help create successful outcomes for both the plan sponsor and its participants. Our process-driven approach is designed to assist plan sponsors to navigate the complex regulatory environment, help reduce administrative burdens and provide education to plan fiduciaries (those exercising any authority or control over the plan).

• Investment Selection, Monitoring & Due Diligence
  
• Employee Communication & Education
  
• Turn-Key Solutions for Plan Management
  
• Vendor Selection
  
• Unique Plan Designs
  
• ERISA 3(21) Investment Fiduciary Services

aka Executive Bonus Plans, Deferred Compensation Plans, etc.

Once all avenues of qualified contributions for corporate executives in their company retirement plan have been explored, we then look to options of additional retirement contributions and tax savings through various non-qualified plan vehicles. Most often, we are tasked to create a coordinated retirement program that meets the strategies and budgetary constraints of the business and meets the income replacement needs of its employees - particularly those employees who contribute most to the success of the enterprise.

Our team of experts assists our clients in selecting the level of service and consultation in accordance to your specific needs, while creating and managing the best plan for your company. We do not offer proprietary products, but rather provide flexibility to work with the entire NQDC marketplace. Throughout our due diligence process, Baird assists our clients in choosing a best in class provider to fit your specific educational, administrative and service needs. Our consultative approach focuses on all facets of Nonqualified Deferred Compensation (NQDC) plans, including:

• Plan Design (taxable vs. tax-deferred)
  
• Vendor Analysis & Selection
  
• Employee Education (including one-on-one assistance)
  
• Customized Employee Communication & Enrollment Support
  
• Investment Selection & Ongoing Monitoring