COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.

Beaird Harris is closed on Thursday, February 24th due to inclement weather. 
During this time our team will be fully available via phone or email should you need assistance. 

Beaird Harris will be closed Wednesday, November 23rd (at noon) through Friday, November 25th in observance of the Thanksgiving holiday. 
We’ll reopen on Monday, November 28th at 8:30am. 

Beaird Harris will be closed Friday, December 2nd for our annual Christmas celebration. We will reopen on Monday, December 5th at 8:30am. 

Retirement Plan Services

Better Benefits - Better Retention

As a business owner, you face an exponentially greater number of time-consuming challenges – from strategic planning and sales to staffing and workflow management. It can barely leave you enough time to care for your family, let alone take on the complex responsibilities and liabilities that come with managing your firm’s retirement plan.

Your employees are the lifeblood of your business. Their security, well-being and long-term happiness are essential to the quality of your products and/or services and the continued growth and success of your firm.

Whether you’re looking to start a new retirement plan or optimize your existing plan, our open architecture platform and institutional investment lineup combined with extensive plan design, fiduciary insights and regulatory expertise can alleviate much of the administrative burden and cost while maximizing allowable contributions. Our retirement plan services include:

Plan Design Coordination

Plan Design Coordination

Fiduciary Consulting

Fiduciary Consulting

Investment Consulting

Investment Consulting

Participant Education

Participant Education

Retirement Plan Issues

Plan Implementation

Performance Reporting

Performance Reporting

Tax & Accounting Services provided by Beaird Harris, PLLC.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, LLC.

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Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.