Institutional Retirement Plans

Vista Partners of Baird has been providing consulting services to institutional retirement plans for over 20 years. We understand special knowledge of, and dedication to, this area is paramount to the quality of our services and success of our clients’ retirement plans. As a member of Baird’s prestigious Qualified Plan Consulting Group, an exclusive group of highly credentialed Financial Advisor teams across the country, we have dedicated our business to retirement plan clients and provide highly specialized consulting services. We deliver an unbiased objective approach in serving our clients and are supported by professionals in Baird’s Wealth Solutions Group

At Vista Partners of Baird, we specialize in retirement plan consulting and would welcome the opportunity to learn more about your company’s retirement plan needs and concerns.  Specifically, how we can assist you in eliminating the many responsibilities that come with managing and sponsoring a qualified retirement plan.  For many of our clients, managing a retirement plan takes a tremendous amount of resources away from the necessary daily needs of the business.  Fortunately, there is now a viable solution to alleviate this burden.

We would like to introduce you to the next-generation retirement plans: Pooled Employer Plans, commonly known as PEPs.  With the passage of the SECURE Act, employers from all industries and sizes can now band together to create a PEP, eliminating the need to sponsor their own retirement plan; all while maintaining the flexibility of their own unique plan design. According to Fred Reish, an industry leading ERISA attorney, at least 80% of employers could have their retirement needs met by a PEP, and within 5 to 10 years, PEPs will match single employer plans in new plan adoption.

PEPs will still provide the benefits you are already familiar with, in regards to retirement plans like a 401(k); however, the image below will show how a PEP can lessen the responsibility load for you as a plan sponsor.