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.
Investment advisory services are offered through Baker Tilly Financial, LLC, a registered investment adviser. Baker Tilly Financial, LLC is a wholly-owned subsidiary of Baker Tilly Virchow Krause LLP, an accounting firm. Baker Tilly Virchow Krause LLP trading as Baker Tilly is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities.