Experience

Boulay

• United States
• Accounting
• 100 - 200 Employee

• Senior Retirement Plan Manager

  • Dec 2020 - Present

  Eden Prairie, Minnesota, United States Meghan joined Boulay Financial Advisors, LLC in 2020 and has more than 13 years of experience in retirement plan services and consulting. Meghan advises corporate clients regarding qualified and nonqualified retirement plans and facilitates the successful design and implementation of their plan. She also provides fiduciary training and ongoing consulting, investment due diligence and selection, and employee education for her corporate clients.



John Hancock Financial Services

• United States
• Investment Banking
• 1 - 100 Employee

• Vice President, Strategic Relationship Manager

  • Jan 2013 - Dec 2020

  Milwaukee, Wisconsin I partner with financial representatives, plan sponsors, and plan consultants to improve the overall health of retirement plans. This includes developing strategies to boost awareness and understanding of the 401(k) benefit and initiatives to increase participation, deferral rates, and general financial wellness. I provide guidance to business owners in meeting their fiduciary obligations through plan review meetings, executing their Investment Policy Statements, and creating customized… Show more I partner with financial representatives, plan sponsors, and plan consultants to improve the overall health of retirement plans. This includes developing strategies to boost awareness and understanding of the 401(k) benefit and initiatives to increase participation, deferral rates, and general financial wellness. I provide guidance to business owners in meeting their fiduciary obligations through plan review meetings, executing their Investment Policy Statements, and creating customized employee education programs.

• Regional Communication Consultant

  • Aug 2010 - Jan 2013

  Washington D.C. Worked with business owners to understand their priorities and goals for the company’s retirement plan. Developed employee engagement programs tailored to the plan’s unique objectives. Identified solutions to generate successful enrollment and ongoing education outcomes. Delivered presentations on a variety of topics such as the benefits of participating in a retirement plan, ways to boost your retirement savings, and the basics of investing.

• Senior Internal Wholesaler

  • Jun 2007 - Aug 2010

  Boston, MA Supported external wholesaler in the sales and marketing of variable and fixed annuities.