Broker Check

Qualified Plans

Vista Partners of Baird has been providing consulting services to employer-sponsored retirement plan 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.

Client Centered

Pooled Employer Plans: Vista Plan PEP

Employer Sponsored 401(k), Profit Sharing and 403(b) Plans

457 Deferred Compensation Plans

Cash Balance Plans


Service options available:  

  • Plan Sponsor Fiduciary training
  • Plan Design Consulting
  • 3rd Party Vendor Analysis and Search & Selection
  • Fee Benchmarking Tools
  • Fiduciary Declaration 3(21) Investment Services
  • Target Date Analysis
  • Stable Value Analysis
  • Cash Balance Design and Investment Management Services
  • Participant Education and Guidance Services