RetireNAV(k) Explained: Boulay’s Pooled Employer Plan

Managing a 401(k) plan shouldn’t distract you from running your business. Pooled Employer Plans (PEPs) have emerged as a smarter solution for companies seeking to provide competitive retirement benefits while reducing administrative burden and liability. RetireNAV(k) is Boulay’s comprehensive service designed specifically to maximize these advantages.

Whether you’re looking to start a new retirement plan or replace your existing Single Employer Plan, RetireNAV(k) offers a simplified, cost-effective alternative.

      • Elimination of the “commonality” requirement that limited MEPs
      •  Creation of the Pooled Employer Plan Provider role
      • Protection of compliant employers from being penalized by others’ noncompliance
      • Streamlined reporting and disclosure requirements

Watch our video to see how RetireNAV(k) transforms retirement plan management from a complex administrative burden into a strategic business advantage.

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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. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.