 | | Excavation company digs up exceptional client service |
A second-generation family-owned excavating business (the company) has worked with Baker Tilly for their tax and accounting needs since 2008. They regularly receive value-added advice and thoughtful insight from Baker Tilly, and trust their tax advisor’s perspective and pragmatic recommendations. The business challenge
During a meeting with the company’s owners, the Baker Tilly tax advisor learned they were frustrated with their current 401(k) retirement plan advisor. The company was not receiving the level of service it needed. The tax advisor shared information with the company’s owners about Baker Tilly Investment Advisors’ specialized retirement plan practice, objective advice, and non-proprietary investment selection process. The company’s owners were intrigued and the tax advisor introduced them to Baker Tilly Investment Advisors. The Baker Tilly solution
Baker Tilly Investment Advisors met with the company’s owners and discussed the current 401(k) plan, level of employee engagement, and company’s goals for the plan. They described Baker Tilly Investment Advisors’ retirement plan investment approach, and emphasized the work done to maximize participation by educating employees about their retirement saving options. The company also learned about our commitment to exceptional client service. Using a formal client feedback approach and a tailored investment policy statement, we would address the company’s current provider service issues. Because of the conversation and specialized investment qualifications, and the history of a high level of service from their Baker Tilly tax advisor, the company selected Baker Tilly Investment Advisors for their retirement plan consulting needs.
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