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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 headquartered in Baltimore, MD and with offices in Washington, DC, Trenton, NJ, Philadelphia, PA and Boca Raton, FL.
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 30 years of senior consulting experience in their respective fields: |
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| Market Developments, Legislation, Industry Trends & Company News. |
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Matthew Deveney ASA, EA has been appointed to the Board for the Actuarial Science & Risk Management Program at Towson University. |
D. Bryan Mahady Joins Our Team
Bolton Partners, Inc. has announced that D. Bryan Mahady, CEBS, has joined the firm as Vice President and
Senior Consultant of Stephen R. Thomas Actuarial Services, Inc., its Mid-Atlantic Multiemployer Health and
Benefits Funds division. |
GASB News - Disclosure Requirements
The disclosure requirements will make it much easier for users of the CAFR to understand the pension plan’s
financial position and its impact on the local government.
If you have a GASB pension question, please feel free to call Tom Lowman (443-573-3909), Ann Sturner (443-573-3922) or Kevin Binder (443-573-3906). |
FASB Issues Final Guidance for Disclosures About Multiemployer Plans
In September 2011, the Financial Accounting Standards Board (FASB) issued its rules for disclosing information about multiemployer pension and other post-retirement benefit plans. |
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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 consultants, actuaries and 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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