Katie Bauman in

Katie Bauman

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Retirement Plan Associate at Boulay
📍 Greater Minneapolis-St. Paul Area, United States

Katie Bauman is a Senior Retirement Plan Consultant at Boulay, specializing in retirement plan services. With over seven years of experience, she focuses on providing timely support to help plan sponsors and participants. She is a graduate of Augustana University (SD) and has a strong background in customer service.

During her time at university, Katie was actively involved in a diverse range of activities, including community service with Habitat for Humanity, and musical pursuits with the Concert Band and Womens Choir. These experiences suggest a passion for both community engagement and the arts.

Katie has been promoted twice at Boulay, highlighting her rapid career progression and the value her firm places on her contributions.

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Experience
20 Years
Current Role
Retirement Plan Associate
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Katie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Katie cares about

Retirement Services
Her career is dedicated to retirement plan services, with a focus on client support and helping participants save for retirement.
Career Advancement
She has celebrated multiple promotions at Boulay and expressed gratitude for working at a firm that supports her career and life fit.
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Career

Work history

7-2022
Retirement Plan Associate
Boulay
6-2015 - 8-2022
Receptionist/Accounts Receivable
Midwest Pension and Profit Sharing Services
6-2015 - 8-2022
Special Projects Coordinator
Midwest Pension & Profit Sharing Services, Inc.
6-2015 - 8-2022
Advisory Services/Plan Documentation Administrator
Midwest Pension & Profit Sharing Services, Inc.
7-2004 - 9-2014
manager
Cafe Selmarie
In the press

Media appearances

Katie Bauman – Boulay Group. Featured in Boulay Group
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Education
2000 - 2004
BA
Augustana University (SD)
2000 - 2004
Bachelor of Arts
Augustana University (SD)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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