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

Latest News & Insights

News

Furnishing Deadline Delayed for 2018 ACA Reporting

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By Bolton • December 4th, 2018

News

IRS Announces 2019 Retirement Plan Limits

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By Alton D. Fryer IV, AIF • November 7th, 2018

Insights

Managing Litigation Risk

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By Alton D. Fryer IV, AIF • October 24th, 2018

Insights

Multiemployer Plan Solvency: Crafting a Solution

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By Ellen L. Kleinstuber, FSA, FCA, FSPA, EA, MAAA • September 17th, 2018

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