Broker Check

Corporate Retirement Plans

For business owners, time is the most valuable asset as they seek to ensure efficient operation and growth of their companies. Retirement plans have become more and more essential to a successful company but often remain overlooked due to time constraints. The Sommersberger Group specializes in retirement plan consulting and partners with businesses throughout Wisconsin to help deliver a customized plan designed to save time and money.

If you are considering a retirement plan for your business, it is important to first understand the different options available in order to select a plan design that best fits your business needs. In addition, Congress has implemented new legislation over the last decade that assigns new fiduciary responsibilities to plan sponsors and requires them to act prudently and in the best interest of their plan participants. This has left many businesses open to litigation if they fail to effectively monitor their plans.

By leveraging the Sommersberger Group’s expertise, your business can manage these responsibilities and reduce risk by implementing a plan that is designed to:

  • Align with overall business goals
  • Fulfill fiduciary responsibilities
  • Attract and retain talented employees
  • Maximize available investment options
  • Educate participants with due diligence reviews
  • Successfully set employees on course to retire

Whether you are interested in starting a new plan or searching for potential opportunities to maximize your existing one, please feel free to contact our team to schedule an introductory conversation.

Qualified Plan Consulting Group

The Sommersberger Group is part of Baird's Qualified Plan Consulting Group (QPCG). QPCG is an exclusive circle of Financial Advisor teams who have dedicated their businesses to retirement plan clients. Baird takes an approach unique from other firms to serve this niche. Qualified plan consultation is a highly specialized field requiring years of experience and depth of expertise. Only 3% of all advisors at Baird are included in this specialized field.

Qualified Plan Financial Consultant

In order to participate in the QPCG, members are required to obtain the Qualified Plan Financial Consultant (QPFC) designation.

Developed by the American Society of Pension Professionals and Actuaries, (ASPPA), the preeminent industry organization for the private retirement plan system, and the University of Michigan, the Qualified Plan Financial Consultant (QPFC) program provides an in-depth understanding of retirement planning concepts, terminology, distinctive features of qualified plans and the roles of retirement plan professionals. To earn this credential, one must demonstrate a proficiency in the knowledge of plan administration, compliance, investments, fiduciary, and ethics issues.

The QPFC is a comprehensive education and examination program that requires completion of continuing education courses to maintain the credential.

Collaboration with Baird Teams

We maintain our consultative approach on all facets of retirement plans. By working closely with Baird’s Asset Manager Research teams, we ensure a comprehensive investment selection and monitoring program.

Get in touch

Thank you!