Women meeting to discuss retirement plans

Retirement Plan Services

Baker Tilly Wealth Management takes a different approach to retirement plan services; we offer fiduciary protections and step-by-step guidance.

We stand behind the advice we provide by openly accepting our role as an investment fiduciary to your plan. We deliver that advice through professionally managed portfolios and personal coaching for your participants. And, we use a service approach that we believe better equips each participant to save and build toward a successful retirement.

    Our retirement plan service model

    Maintaining a retirement plan that meets your needs, while ensuring compliance with governing laws/regulations, can be a daunting task. With numerous fiduciary hurdles that need to be navigated, it’s no wonder why plan sponsors are looking for fiduciary relief. The Baker Tilly Wealth Management retirement plan service model provides fiduciary protections with step-by-step guidance. Our model works best with companies who have an existing retirement plan or companies that want to set up a plan for roughly 25-500 participants.


    Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2024 Baker Tilly Wealth Management, LLC