Broker Check

Retirement Plan Consulting

Retirement Plan Consulting

The Duncan Group serves as independent consultants in Retirement Plans.  Along with great attention to the needs of the plan, they also assist clients with their fiduciary responsibilities.

Furthermore, the Duncan Group is also part of the Qualified Plan Consulting Group, an exclusive collaboration of Financial Advisor teams who have dedicated their business to retirement plan clients. This is a highly specialized field, requiring years of experience and depth of expertise. Only 3% of advisors at Baird qualify for this distinction, and requires a special knowledge of and dedication to the qualified plan field. For more information on Qualified Plan Consulting Group, click on the link provided below.

 

Our Services

  • Fiduciary management assistance
  • Plan design consultation
  • Investment consulting and reporting
  • Vendor due diligence
  • Vendor search-request for proposal services
  • Plan conversion assistance
  • Expense and revenue analysis
  • Participant education

 

We deliver an unbiased objective approach in serving our clients

  • We have no proprietary requirements.
  • We are vendor, provider, and investment neutral.
  • We use a level compensation methodology to preserve our objectivity.
  • The varied businesses of the firm have no bearing on our recommendations for the plan.

 

Serving our retirement plan clients is our primary focus

  • Our clients come first.
  • We believe in specialization and dedication to the retirement plans industry.
  • Our provider relationships are broad and significant.
  • We offer an independent approach from a financially strong, associate-owned firm.
  • Our team leverages the depth and expertise of our Retirement Plan Consulting and Asset Manager Research  teams to provide comprehensive solutions and world-class client service.
  • We believe in continuous and meaningful education.

 

The Duncan Group - Clarity for Your Financial Future

Great outcomes are built on culture, enduring values and dedicated teamwork. Trust the deep expertise of the Baird Qualified Plan Consulting Group.