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

Health Watch

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By Bolton • July 6th, 2018

News

Jenny Kiffmeyer, COO at Retirement Learning Center interviews Bolton Investment’s Senior Consultant, Michael Beczkowski.

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By Bolton • July 2nd, 2018

Insights

Dependent Eligibility Audits-Controlling Health Care Costs

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By Bolton • June 19th, 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

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