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

CARES Act Provides DB and DC Funding Relief

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By Bolton Retirement • April 3rd, 2020

News

COVID-19 Impact on Governmental Pension Plans

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By Bolton Retirement • April 1st, 2020

News

Fiduciary Considerations for Defined Contribution Retirement Plans

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By Bolton Retirement • February 7th, 2020

Insights

Bolton Investment – 2019 Year in Review

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By Bolton Investment • January 14th, 2020

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