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Wealth Insights

Recent insights and updates from our team and Baird's subject matter experts.

2022 Tax Facts Thumbnail

2022 Tax Facts

While the major tax overhauls proposed in the Build Back Better plan never came to fruition, some tax rates and exemption amounts are scheduled to change in 2022. Be sure to check out this user-friendly guide from Baird's Wealth Solutions Group as you prepare for the 2022 tax year.

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401(k) Testing Facts Thumbnail

401(k) Testing Facts

Every year, the Employee Retirement Income Security Act (ERISA) requires employers to undergo 401(k) discrimination testing to ensure plans are not discriminating against lower income employees. This testing is usually performed by a third-party administrator, but employers should still understand the basics of how testing works.

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