Nonprofit

Bolton partners with nonprofit organizations across the country to deliver the support, services, and expertise they need to be able to focus on what's most important to them - their mission. Your employees and members have dedicated their time and efforts to make an impact and we believe it's our responsibility to help your organization deliver an employee benefits and investment strategy that rewards their commitment, is aligned with your mission, and positions your organization for long-term success and lasting impact.

Who We Serve

  • Professional/Trade Associations
  • Charitable Organizations
  • Higher Education
  • Religious/Civic Organizations
  • Foundations
  • Social Advocacy Organizations
  • MEWAs (Multi Employer Welfare Arrangement)

Services - How We Help

  • 401k/403b and Investment Consulting
  • Plan Benchmarking and Performance Monitoring
  • Self-Funding Studies
  • Plan Administration and Self-Service Technology
   

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Latest News & Insights

News

Bolton Partners Rebrands as Bolton, Announces Divisions Focused on Health, Retirement, and Investment

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By Bolton • April 26th, 2018
News

Bolton Partners Rebrands as Bolton

Announces divisions focused on Health, Retirement, and Investment.

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By Bolton • April 12th, 2018
Insights

Funding Strategies Under the New Tax Law

Before making the decision to accelerate funding to leverage the change in tax rates, plan sponsors need to consider several crucial factors.

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By Bolton • April 4th, 2018
Insights

On-site Medical Clinics

On-site, employer-sponsored medical clinics are growing in popularity as employers look for better ways to manage health care costs and as employee wellness becomes a higher priority.

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By Bolton • April 4th, 2018
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