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About Us
 

Bolton Partners was founded in 1981 by Robert G. Bolton, FSA, EA.  We are an independent employee benefits firm headquarted in Baltimore, Maryland and with offices in Washington, DC and Boca Raton, Florida.

Our three consulting divisions provide Actuarial, Health & Welfare, and Investment consulting services for corporate, public sector, multi-employer plans and not-for-profit organizations. We have a national client base and a reputation for the highest quality and integrity of work.

We are not affiliated with insurance carriers, mutual funds or other businesses. Bolton Partners is an employee owned firm.

 
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 Leaders
 

Consultant depth is our strong point at Bolton Partners. The leaders of our three divisions each have over 20 years of senior consulting experience in their respective fields:

 
 
Bolton Partners' News & Bulletins
 
 

 

Market Developments, Legislation, Industry Trends & Company News.

 

Heath Care Reform Passes House of Representatives. Rosanne Calzetta, a CEBS at Bolton Partners, is monitoring the Act and has written the latest update. Follow the link above, or visit the News Page for more infomation regarding the Federal Plan.

Thomas B. Lowman, FSA, Chief Actuary at Bolton Partners, has been appointed to the Actuarial Standards Board.

 
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What We Do...
   

Actuarial & Retirement

In a changing world, Bolton Partners can help manage a pension and retirement program that keeps your plans on point with your goals.

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Health   &   Welfare

Our Health & Welfare department offers clients a highly experienced team of professionals, including 5 CEBS, who exhibit technical excellence and an unyielding dedication to personal service.

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Investment Consulting

Bolton Partners Investment Consulting Group, Inc. provides independent investment consulting services. We specialize in solutions for Defined Contribution plans, Defined Benefit plans, OPEB Trusts and VEBAs. We are willing to act as co-fiduciary for our clients.

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Cutting Health Plan Costs?

A Dependent Eligibility Audit identifies ineligible dependents that are currently enrolled in your health plan.

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Copyright (c) 2008-2009 Bolton Partners, Inc. All rights reserved.
  1-800-394-0263 ● info@boltonpartners.com