Matt Payne

Matt Payne

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

Leave a messagearrowCreated with Sketch.

Matt Payne is a director in Baker Tilly’s wealth management practice.

Matt 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.

Matt Payne offers investment advisory services through United Capital Financial Advisers, LLC (United Capital), a registered investment adviser. United Capital is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of the The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. All other professionals listed herein are not representatives of United Capital. United Capital does not provide tax or legal advice. Investors should consult their tax and legal professional with questions about their particular circumstances. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy. Baker Tilly Virchow Krause, LLP (Baker Tilly) and United Capital are separate and unrelated companies.

  • 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