Matt is a senior wealth advisor with Baker Tilly Wealth Management, LLC. He has more than 20 years of experience in the qualified retirement plan industry. Throughout his career, Matt has developed an extensive skill set and profound understanding across all facets of qualified plan administration which allows him to develop forward-thinking, custom solutions tailored to our clients’ needs and requirements.
With a robust background encompassing both advisory roles and third-party administrator (TPA) responsibilities, Matt leverages his expertise to guide employers through the intricacies of regulatory compliance. His nuanced comprehension of the evolving legislative landscape empowers him to proactively mitigate potential liabilities, offering invaluable support in safeguarding clients' interests.
Matt's multifaceted background, coupled with his unwavering dedication to excellence, positions him as a trusted advisor capable of delivering tailored solutions to meet the diverse needs of his clients.
- Assists clients in meeting fiduciary responsibilities and develops strategies to mitigate fiduciary liability
- Conducts educational workshops for clients’ plan participants
- Guides plan sponsors through the formation, implementation and ongoing management of their retirement plans
- Analyzes and evaluates various retirement plan providers to identify the best options based on factors such as financial stability, investment performance, fees and customer service
- Advises and guides plan sponsors through the requirements listed in ERISA
- Qualified Pension Administrator, ASPPA
- Qualified 401(k) Administrator, ASPPA
- FI360 and the Center for Fiduciary Studies
- Accredited Investment Fiduciary
- NASAA Series 65 securities qualification
- Investment Advisor Representative
- American Society of Pension Professionals and Actuaries
- “Navigating fiduciary responsibility in the era of fee compression: the imperative of due diligence in retirement plan management,” April 2024
- “Act now and secure your employees’ future with a 401(k) plan,” February 2024
- “2024 retirement plan contribution limits,” November 2023
- “Financial wellness: planning for your financial future,” November 2023
- “Market outlook for retirement plan sponsors and participants,” August 2022
Disclosure
Baker Tilly Wealth Management, LLC is a registered investment advisor. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC
