Employer Retirement Plans

Boulay’s relationship-driven mission for retirement plans is to provide our clients fiduciary advice and superior service while helping their employees retire with dignity. Our expertise and resources allow us to create positive outcomes for both the employer and employee by offering fiduciary support for the investment committee, while helping employees make the right decisions.

Boulay helps business owners with new or existing retirement plans and ensures their plan is best suited for their organization. We design, implement, administer, and advise on 401(k) and profit-sharing plans, defined benefit and cash balance plans, and other strategic company retirement solutions.

How we help you get there

As the plan administrator, you have many responsibilities. Boulay’s retirement plan resources help you stay smart on a complex compliance-driven benefit without feeling as though it dominates your other duties. Our customized support process ensures a safe, effective, and efficient plan.

Fiduciary Support
We work closely with our plan sponsor clients as a co-fiduciary to help them understand their responsibilities and obligations, provide ongoing governance and support for the committee, and remain apprised of the ever-evolving ERISA landscape.

Plan Design
Thoughtful, creative plan design is an important step in the process of a successful retirement plan. We work with you to align your plan’s goals and objectives to maximize the value to all parties.

Participant Education
One of your primary goals as plan sponsor is to equip your employees with the necessary tools to make the right plan and investment decisions. We design a customized plan to engage your participants through our ongoing education and advice that is clear, direct, and understandable. Our team of educators communicate effectively to a broad audience on a wide variety of financial topics.

Investment Advisory
We work closely with you and your investment committee to tailor a disciplined and flexible investment process. We provide our plan sponsor clients with timely feedback and help them make critical decisions to provide plan participants with competitive investments, keeping their long-term financial success in mind.

Get a Review of your Existing Employer Retirement Plan

Boulay’s advisors help you choose and maintain the best retirement plan for your organization. Let us design, implement, administer, and monitor your 401(k), safe harbor 401(k), profit sharing, cross-tested profit sharing or other retirement plan.

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Disclosures
Form ADV
Form CRS