Matt Payne

Matt Payne


Senior Advisor, Wealth

+1 (281) 771 3300

Leave a messagearrowCreated with Sketch.

Matt Payne is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He leads Baker Tilly's retirement plan services. 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.

  • 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