Get specialized solutions for your employer-sponsored retirement plans.

Offering top-tier retirement plans to your employees is a great way to recruit and retain top talent. A retirement plan can also provide additional benefits to you and your organization, including significant tax advantages for you and your employees.

Eide Bailly's Retirement Plan Services team has specialized knowledge to help plan sponsors fully understand and feel secure offering, maintaining, and even promoting qualified retirement plans.

From gaining confidence as a fiduciary to utilizing the plan as their own way to save for retirement, plan sponsors truly benefit when working with Eide Bailly Wealth for comprehensive solutions to all types of Employer Sponsored Plans. We help all types of businesses find retirement solutions for themselves and their employees. In addition to implementing new plans, we will review existing plans to determine if your needs are being met in a way that keeps fiduciary responsibility top-of-mind.

What We Offer

  • Retirement Plan Services

Let us help you reach your goals

retirement living
Our Retirement Plan Services team is here to help you go beyond investment strategy to grow, manage, and take full advantage of Qualified Retirement Plans.
Talk to our specialists
Our comprehensive, results-driven approach will help you go beyond investment strategy.

Eide Bailly can help you create the plan you need to grow your business.  

Our comprehensive, results-driven approach is tailored to help you reach your goals.  

Eide Bailly Wealth Leadership

Brad Kelley

Brad M. Kelley

Principal / Wealth Leader

Brad provides skilled guidance to his high-net-worth clients using an integrated approach to holistic wealth planning. He provides specialized solutions for more in-depth and complicated situations for individual and business clients in the areas of financial planning, investment management/advisory services and insurance strategies. As the Principal over Eide Bailly’s Wealth services, Brad's goal is to make sure the best team of professionals is in place to handle your needs.