Experienced Advisors for Employer Retirement Plan Guidance
Boulay’s employer retirement plan advisors in Minneapolis are dedicated to assisting business owners in optimizing their retirement plans, whether they are new or existing. We specialize in designing, implementing, administering, and providing guidance on a wide range of retirement solutions, including 401(k) and profit-sharing plans, defined benefit and cash balance plans, and other strategic options. You can find our team conveniently located in the heart of Downtown between U.S. Bank Stadium and Target Field on South 5th Street.
We are driven by a mission to build lasting relationships with our clients and ensure that their employees can retire with dignity. With our extensive experience, knowledge, and resources, we strive to achieve positive outcomes for both employers and employees. We do this by offering fiduciary support to investment committees and assisting employees in making informed decisions about their retirement.
Office Hours
Monday 8 – 4:30 PM
Tuesday 8 – 4:30 PM
Wednesday 8 – 4:30 PM
Thursday 8 – 4:30 PM
Friday 8 – 4:30 PM
HOW WE HELP YOU GET THERE
As the plan administrator, you have numerous responsibilities. Our employer retirement plan resources at Boulay are designed to help you navigate the complexities of compliance-driven benefits without overwhelming your other duties. Our customized support process ensures a secure, efficient, and effective retirement plan. We can assist you with the following services:
Fiduciary Support
We collaborate closely with our plan sponsor clients, serving as co-fiduciaries to help them understand their roles and obligations. We provide ongoing governance and support for the committee, keeping them informed about the ever-evolving ERISA landscape.
Plan Design
Thoughtful and creative plan design is a critical aspect of a successful retirement plan. We work with you to align your plan’s goals and objectives to maximize benefits for all parties involved.
Participant Education
As a plan sponsor, one of your primary goals is to empower your employees with the tools they need to make informed plan and investment decisions. We create customized plans to engage your participants through clear, direct, and understandable ongoing education and advice. Our team of educators effectively communicates a wide variety of financial topics to a broad audience.
Investment Advisory
We collaborate closely with you and your investment committee to develop a disciplined and flexible investment process. We provide timely feedback and assist in making critical decisions to offer plan participants competitive investments, keeping their long-term financial success in mind.
RETIREMENT ADMINISTRATION TEAM
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GET A REVIEW OF YOUR EXISTING EMPLOYER RETIREMENT PLAN
Boulay’s advisors in Minneapolis are here to help you select and maintain the best employer retirement plan for your organization. Let us handle the design, implementation, administration, and monitoring of your 401(k), safe harbor 401(k), profit-sharing, cross-tested profit-sharing, or other retirement plans.