Boulay Donnelly & Supovitz Consulting Group, Inc.

Firm Profile

Boulay Donnelly & Supovitz is a leader in retirement plan consulting and administrative services. Since 1969, we’ve been providing customized retirement plan solutions to client firms, regardless of their size. Our expertise spans a full range of 401(k), profit sharing, and other qualified retirement plans.

Key Contacts 

Jill Donnelly, 508-755-8883 x229, jdonnelly@bdsconsultinggroup.com

Website

http://www.bdsconsultinggroup.com

Established 1969

States with a Physical Presence 

Primarily New England

Target Market

Small to mid size companies

Kinds of Plans Supported 

  • 401(k)
  • Cash Balance/Hybrid
  • Profit-Sharing

Custodians Used

All

Services Provided 

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Form 5500 Preparation
  • Plan Benchmarking
  • QDRO Review
  • Hardship Distribution Requests
  • Target-Date Fund Evaluation Tools
  • Investment Monitoring Services
  • Plan Committee Meetings
  • Employee Education
  • Enrollment Meeting Support