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

Final Rule Expands Options For HRAs

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By • June 18th, 2019

News

IRS Announces 2020 HSA Limits

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By • June 7th, 2019

Insights

“Moral Hazards” in GASB Accounting Rules

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By Bolton Retirement • August 15th, 2019

Insights

Voluntary Corrections for Required Minimum Distribution Failures

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By Bolton Retirement • July 10th, 2019

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