Actuaries play a key role in helping employers and Pension Boards maintain well-funded and secure pension plans for their current and future retirees. They are guided by the Actuarial Standards Board (ASB) in how the work is performed and what is included in the communications provided to clients. …Continued
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On April 9, 2022, the Maryland General Assembly voted to override Governor Larry Hogan’s veto of the Time to Care Act of 2022 (“the Act”), enacting paid family and medical leave (PFML) in Maryland. The Act establishes a Paid Family and Medical Leave Insurance Program to which employers, employees, …Continued
Bolton Investment is proud to announce that its defined contribution practice has been re-certified for the eighth consecutive year by the Centre for Fiduciary Excellence (CEFEX). Bolton was initially certified by CEFEX in 2015. “We pride ourselves on keeping our defined contribution clients on the…Continued
Please join us on Tuesday May 17, 2022 from 8:00 a.m. - 10:30 a.m. for our ThinkBIG Innovation Conference!The Think BIG team, along with our dynamic guest presenters, will demonstrate how actionable analytics and integrated solutions can be utilized to increase employee engagement, resulting in imp…Continued
Bolton Investment has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million .Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to…Continued
