SERVING PROFESSIONAL AND PERSONAL NEEDS

 

To help promote success at work and at home, Boulay offers tailored benefit programs so you can choose the right benefits that fit your lifestyle. We continually update and implement new benefits, perks and programs to ensure we’re meeting the needs of our team members’ professional and personal lives.

Competitive Base Salary and Annual Increases
Boulay’s compensation philosophy aims to provide transparency, consistency and equity in our compensation-related decisions. Team members receive a market competitive base salary determined by position level, experience, and work schedule (i.e. full-time, part-time PSA, etc.) For certain positions, specific relevant skills or certifications may also be factored in. Team members’ performance and compensation are assessed annually during the performance development and evaluation process, typically occurring in the summer.

 

Incentive Plan*

Eligible team members are rewarded on their efforts that go above and beyond standard position expectations to help serve our clients, attract and retain talent, and help advance the development opportunities of our team members.

 

Incentive Hours Bank*

Eligible team members may earn additional paid time away after hitting a certain threshold of billable hours (Jan – April).

 

Travel Bonus*

Boulay pays a travel bonus to team members who have out-of-town travel requirements that equal, or exceed, 15 nights per fiscal year. Thereafter, each additional night of out-of-town travel occurring in that fiscal year is also eligible for subsequent payment.

 

Boulay Financial Advisors (BFA) Incentive Compensation Program*

BFA team members may be eligible for the Incentive Compensation Program, which is a percentage target of base salary. As team members progress within the firm, the target incentive increases. Criteria for incentive payments are based on both BFA performance as well as individual performance. Most roles are eligible.

 

STEP Program

Eligible team members in operational departments are rewarded on their efforts that go above and beyond standard position expectations.

 

Employee Referral Bonus

Team members are encouraged to consider referring Boulay opportunities to candidates in their networks. Should a referral be hired, the team member will receive a referral bonus.

 

New Client Commissions
Team members who bring in new business receive 8% commission on services billed during the first three years of service to the client. 

 

Insurance / Benefit Plan Options

• Medical – two insurance plan options available for team members and their families including a High-Deductible plan with a Health Savings Account (HSA) plan or a Preferred Provider Organization (PPO) plan

• Additional Primary Care Clinic – additional healthcare option offering virtual and in-home visits at no cost if enrolled in one of the firm’s medical plans

• Dental & Orthodontia – insurance plan for team members and their families (all ages)
• Vision – discounts on prescription lens, hearing aids and other related needs
• Medical Flexible Spending Account (FSA) - allows use of tax-free dollars for eligible medical, dental and vision expenses for team members and their families per IRS Code Section 125
• Dependent Care Flexible Spending Account (FSA) - allows use of tax-free dollars for qualified dependent care expenses per IRS Code Section 125
• ID Shield – provides monitoring services for team members to detect potential identity theft
• Legal Shield – provides team members access to legal counsel on various topics
• Short-Term Disability / Long-Term Disability – insurance for team members if an incident occurs that prevents their ability to work  
• Basic Life & Accident Insurance – Boulay pays 100% of the cost for team members who are scheduled to work at least 1040 hours annually
• Supplemental Life & Accident Insurance – additional insurance to be purchased at team members' own expense for themselves and their families

Retirement (401k Plan) 
Team members over the age of 21 may enroll in Boulay's 401(k) plan with Fidelity Investments. They can determine the amount of their payroll deduction and if they want to make either Pretax, Roth or After-Tax contributions (up to the IRS annual limits).  At the end of each fiscal year, traditionally a discretionary employer contribution is made to a participant’s 401(k) account, regardless of the amount the team member contributes throughout the year.

 

Paid Time Away 

• Vacation and Personal Time
• Parental Leave
• Bereavement Leave

• Jury Duty

• Military Leave

Perks Program
Boulay partners with Abenity to provide team members with exclusive perks and savings on everything from pizza and the zoo, to movie tickets, oil changes, hotels, and car rentals across the United States. Visit https://boulay.abenity.com/.

 

Amma Parenting Classes
Boulay partners with Amma Parenting Center to offer up to two in-person and/or virtual educational classes to team members and their family members who will be in a caregiver role to a newborn, newly adopted, or newly placed foster child(ren) prior to or within six months following the birth of a child(ren) or the placement of a child(ren) in connection with adoption or foster care. Visit https://ammaparenting.com/ (under the Employer Paid Classes tab, select Boulay Employee Benefits.)

 

Employee Assistance Program 
All Boulay team members have access to a free, confidential source for legal, financial, and behavioral assistance. Monthly webinars are also available on various topics.

 

Travel Assistance

New York Life Secure Travel® offers pre-trip planning, assistance while traveling and emergency medical transportation benefits for covered persons traveling 100 miles or more from home.

 

 

*Dependent upon position within the firm