Wealth Management Industries Resources Careers Find an Advisor About Us Contact Us Client Payment Login EMPLOYER RETIREMENT PLANS Ask a question 401(K) & RETIREMENT PLAN SOLUTIONS 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. Request a Meeting RESOURCES Understanding New Comparability Plans Locating Missing Retirement Plan Participants Protecting Retirement Plan Data in a Virtual World Understanding Cycle 3 DC Plan Restatement START YOUR SUCCESS JOURNEY Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth. Get Started with WealthNAV™ WEALTH MANAGEMENT TEAM LATEST INSIGHTS View more insights November 24, 2021 A BRIEF HISTORY: ESOPS & EMPLOYEE OWNERSHIP Many people are surprised to discover the numerous benefits that Employee Stock Ownership Plans (ESOPs) … Read Full Post November 24, 2021 PROPER WORKER CLASSIFICATION FOR EMPLOYMENT TAX COMPLIANCE Changing Workforce and Laws The COVID-19 pandemic changed many aspects of our life and work. … Read Full Post 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. Contact Us SUBSCRIBE TO OUR NEWSLETTER SUBSCRIBE NOW CONTACT Eden Prairie, MN Minneapolis, MN (952)893-9320 Naples, FL (239)325-1100 COMPANY About Us Services Industries Knowledge News & Events Careers Contact Us Secure File Transfer Disclaimer Privacy Policy Peer Review Report ADV Document Form CRS Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC |©2021 Boulay | All rights reserved. FINRA BROKER CHECK