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Retirement Plan Consulting


Delivering Value to Your Workplace

The Dempsey Fritz Haskell Gerwe Group serves as dedicated independent consultants in Retirement Plans. In addition to helping you and your business with the needs of the plan, we also are there to asisst you with your Fiduciary responsibilites. The Dempsey Fritz Haskell Group is a part of a highly selective collaboration of Wealth Management Teams at Baird who make up the Qualified Plan Consulting Group. The QPCG is made up of teams who have dedicated part of their business to retirement plan clients and requires years of experience, knowledge and dedication to the qualified plan field. Only 3% of advisors at Baird qualify for this distinction.

Our Services

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