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Corporate Services

Consultative Approach

The Amato Buxton Group is part of Baird's Qualified Plan Consulting Group (QPCG), which is an exclusive collaboration of Financial Advisor teams who have dedicated their businesses to retirement plan clients. Qualified plan consultation is a highly specialized field requiring years of experience and depth of expertise. Baird takes an approach unique from other firms to serve this niche of consulting. We recognize that special knowledge of and dedication to the qualified plan field is paramount to the quality of our services and the success of our clients' plans and their participants. 

We serve as an independent consultant on 401(k) plans to a diverse range of institutional and corporate clients including; corporate retirement plans, Safe Harbor, Non-Qualified Deferred Compensation, Defined Benefit, and SIMPLEs.

Our services and approach to consulting consists of:

Fiduciary Management Assistance

Investment Consulting and Reporting

Plan Design Consultation

Participant Education

Expense and Revenue Analysis

Vendor Due Diligence

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