Baker Tilly Investment Advisors, LLC delivers independent and objective advice, and provides investment and consulting services for retirement plans of all sizes.
Our specialized team helps clients with a wide range of needs, from retirement plan design and implementation to fund selection for their 401(k), profit sharing, 403(b), and other retirement plans. Clients have full transparency into our service fees, as well as the investment and administrative fees within the retirement plans themselves. In addition, the depth of talent within Baker Tilly provides you with tax specialists, accountants, and management consultants with the skills and experience to address your broader organizational needs.
Baker Tilly Investment Advisors services
Retirement plans
Objective fiduciary evaluation
Comprehensive employee education
Retirement readiness workshops
Annual ERISA compliance review
Intensive fund analysis process
Tailored asset allocation model portfolios*
Act as Co-Fiduciary to help manage plan’s liabilities*
Act as ERISA 3(38) Investment Manager*
Consulting
Plan mergers
IRS / DOL audits
Feasibility studies
Compliance reviews
Administration
Plan administration
Discrimination testing
Particpiant benefit statements and summary annual reports
Baker Tilly Investment Advisors, LLC is a registered investment advisor and a subsidiary of Baker Tilly Virchow Krause, LLP. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, or tax advice. While the information is deemed reliable, Baker Tilly cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. Past performance does not guarantee future results. Baker Tilly refers to Baker Tilly Investment Advisors, LLC and Baker Tilly Virchow Krause, LLP for this page of the website. Baker Tilly Virchow Krause, LLP is an independently owned and managed member of Baker Tilly International.
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