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

Society of Actuaries Releases Final Pri-2012 Mortality Tables and MP-2019 Improvement Scale for Private Sector Retirement Plans

See Full News Post

By Bolton Retirement • December 12th, 2019

News

IRS Provides Transition Relief for 2019 ACA Reporting

See Full News Post

By • December 9th, 2019

News

Society of Actuaries Releases Final Pri-2012 Mortality Tables and MP-2019 Improvement Scale for Private Sector Retirement Plans

See Full News Post

By Bolton Retirement • December 12th, 2019

News

Changes to Hardship Withdrawals

See Full News Post

By Bolton Investment • November 4th, 2019

View All News & Insights