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

The SECURE Act is Finally Signed into Law

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By Bolton Retirement • December 31st, 2019

News

Multiemployer Pension System Reform

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By Bolton Retirement • December 31st, 2019

Insights

Bolton Investment – 2019 Year in Review

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By Bolton Investment • January 14th, 2020

News

Understanding a Fed Rate Cut

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By Bolton Investment • October 18th, 2019

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