Retirement Plans


Scott Boulay
Senior Consulting Actuary, Retirement Plans

Scott Boulay is a Senior Consulting Actuary with Summit Financial Corporation. He has more than 20 years of experience and was previously employed by CIGNA, Towers Perrin, and Watson Wyatt where he served as the company’s East Regional Training Coordinator.

Educational and Professional Background

Scott graduated with distinction with a B.S. in Actuarial Mathematics from Worcester Polytechnic Institute. He is an Associate of the Society of Actuaries (ASA), a Member of the American Academy of Actuaries (MAAA), a Fellow of the Conference of Consulting Actuaries (FCA), an Enrolled Actuary (EA), and has been a frequent speaker at industry meetings about plan design alternatives, including cash balance plan design, the impact of global aging, and the future of U.S. retirement systems.

Scott’s responsibilities include qualified retirement plan design, funding, compliance and administration, as well as the design and implementation of post-retirement medical benefit arrangements and non-qualified plans for executives. His clients range in size from owner-only businesses to multi-national firms with thousands of employees and have included Blue Cross Blue Shield of Rhode Island and Allmerica Financial.