Matt Payne

Matt Payne

Director, QPA, QKA, AIF® · +1 (281) 771 3300

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Matt Payne is a director of Baker Tilly Financial, LLC.

He is the director of retirement plan services in Baker Tilly’s Houston area office. He has worked in the qualified plan space since 2000 and has extensive experience and knowledge in all aspects of qualified plan administration. Matt uses his expertise to help employers navigate the ever-changing regulatory environment and has a deep knowledge and understanding of the overwhelming volume of legislation to mitigate liability.

He holds multiple professional designations including the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from The American Society of Pension Professionals and Actuaries. Matt obtained his Accredited Investment Fiduciary (AIF) designation from FI360 and the Center for Fiduciary Studies. He is also an Investment Advisor Representative and holds his series 65 securities registration.

Baker Tilly Financial, LLC (“BTF”) is a registered investment adviser. BTF is a wholly owned subsidiary of Baker Tilly US, LLP (“Baker Tilly”) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2020 Baker Tilly Financial, LLC

View disclosure information about Baker Tilly Financial and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

  • Retirement plan consulting
  • Retirement plan education
  • Plan administration
  • Participant outcomes
  • Ongoing compliance
  • Fiduciary requirements
  • Deep understanding of ERISA
  • American Society of Pension Professionals and Actuaries
  • FI360 and the Center for Fiduciary Studies