Tammy Basham Named Partner at Boulay

Boulay PLLP is proud to announce that Tammy Basham, QKA, was recently named a partner with the firm.

Tammy joined Boulay in 2022 and has over 20 years of experience in defined contribution plan administration and consulting with an emphasis on Employee Stock Ownership Plans (ESOPs). She provides plan analysis and consulting for a variety of qualified retirement plans, as well as complex issue resolution, compliance testing, and repurchase obligations. Tammy supports clients with the goal of making their plan successful and building long-term relationships. She leads the Retirement Plan Administration department and is involved with numerous initiatives, including review of year-end plan administration, allocations and compliance testing.

Tammy holds a bachelor of technical and applied studies degree from Ohio University, Athens Ohio, and is a Qualified 401(k) Administrator. She is actively involved in the American Society of Pension Professionals & Actuaries (ASPPA), the ESOP Association, and the National Center for Employee Ownership (NCEO).

Subscribe to Our Newsletter

LOCATIONS

CONTACT

COMPANY

RESOURCES

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.