COVID-19 Update: Beginning May 18, we will begin cautiously reopening Beaird Harris. Read More.
If you have any questions, please reach out to your primary Beaird Harris contact or call (972) 503-1040.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Retirement Plan Services

Protecting Your People Not Just Your Patients

As an owner of your practice, you face an exponentially greater number of time-consuming challenges – from claims submission and payment processing under new ICD-10 requirements, to staffing and workflow management. It can barely leave you enough time to care for your patients, let alone take on the complex responsibilities and liabilities associated with managing the firm’s retirement plan.

Yet your staff is the lifeblood of your business. Their security, well-being and long-term happiness are essential to the quality of your patient care and the future 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 and regulatory expertise can alleviate much of the administrative burden and cost while maximizing allowable contributions. Our retirement plan services include:

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Why Work With a CEFEX Certified Advisor?
Plan Design Coordination

Plan Design Coordination

Fiduciary Consulting

Fiduciary Consulting

Investment Consulting

Investment Consulting

Participant Education

Participant Education

Plan Implementation

Plan Implementation

Performance Reporting

Performance Reporting

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.

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Schedule a complimentary call today.

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