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About Us |
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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 |
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Consultant depth is our strong point at Bolton Partners. The leaders of our three divisions each have over 25 years of senior consulting experience in their respective fields: |
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Market Developments, Legislation, Industry Trends & Company News. |
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LEGISLATIVE BRIEF: Health Care Reform - Open Enrollment Compliance Chekclist
Health care reform, in the form of the Patient Protection and Affordable Care Act, brings many changes for employers and their health plans. As sponsors of group health plans prepare to comply with health care reform’s many requirements, they need to be aware of how health care reform will affect their plans for the coming plan year. Many changes are effective on the first day of the first plan year beginning on or after September 23, 2010or January 1, 2011 for calendar year plans.
This Bolton Partners, Inc. Legislative Brief provides a compliance checklist for employers to review in advance of the 2011 plan year and open enrollment season. Please contact your Bolton Partners’ representative for assistance |
Survey of Public Pension Benefits in Maryland
Mature plans with common investment approaches have suffered material investment losses over the last few years. Those losses are being reflected in gradual (but significant)
contribution increases often covering the period FY10-FY15. |
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What We Do... |
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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 6 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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