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BOLTON PARTNERS

Employee Benefits and Investment Consultants

 

ABOUT US

Bolton Partners Inc. is a national, independent actuarial, and employee benefits firm established in 1981.  We specialize in pension & retirement, health & welfare benefits, and investment consulting services for public sector, multi-employer, and corporate organizations.  Bolton Partners serves clients all over the country from its offices in Washington, D.C.; Boca Raton, FL; Philadelphia, PA; and our headquarters in Baltimore, Maryland. Our investment consulting services to pension funds are provided through Bolton Partners Investment Consulting Group, Inc.

 

In addition to our core consulting services, we are also actuarial consultants to the Pension Benefit Guaranty Corporation (PBGC).  We provide assistance in assessing the actuarial status of individual pension plans covered and of trusteed plans.

 

We also participate in the actuarial and benefits community.  We are active members of the Society of Actuaries, the American Academy of Actuaries, the Conference of Consulting Actuaries (Public Practice Steering Committee), the International Foundation of Employee Benefit Plans, the National Conference on Public Employee Retirement Systems (NCPERS), and the CFA Institute.  We speak frequently at professional organizations and offer seminars on new legislation and regulations.  Bolton Partners, Inc. has a broad spectrum of influence with all stakeholders in the Defined Benefit, Defined Contribution, and Health & Welfare arena, which allows us to give our clients a very balanced approach in assessing their program and achieving their goals.

 

 

Robert G. Bolton, FSA, EA, a native of Baltimore, MD, is a senior actuary and President of Bolton Partners, Inc. Bob attended Mt. St. Joseph High School in Baltimore and graduated with a mathematics degree from the University of Maryland Baltimore County in 1970. Bob got his actuarial foundation at the Baltimore Life Insurance Company, where he was supervisor of the actuarial department. He moved into the benefit field in 1973 and by the late ‘70s became executive vice president at Herget Companies, where he was responsible for all actuarial services provided by the Baltimore, Pittsburgh, Denver, and Miami offices. He is a Fellow of the Society of Actuaries (1981), a Fellow of the Conference on Consulting Actuaries (1982), an Enrolled Actuary (1976), and a member of the American Academy of Actuaries. Bob formed Bolton & Associates Actuarial Consultants (now Bolton Partners, Inc.) in 1981.

 

His extensive public sector experience includes valuations, funding and experience analysis, projection valuations, benefit design, union negotiations, arbitrations, and legislation.  Bob’s public sector experience began in 1973.  From 1974 to 1978 he served as actuary for the Baltimore City Pension Study Commission under Mayor William Donald Schaefer. Bob continues to serve as an actuarial consultant in the public sector, particularly in Florida.

 

Bob has served on the American Academy of Actuaries Pension Committee as well as its Multi-Employer Plan Sub-Committee and its Admissions Committee. He also served on the Society of Actuaries Discipline Committee.

Baltimore Office

 

 

 

 

 

 

Boca Raton Office

 

7279 Panache Way

Boca Raton, FL 33433

 

 

 

 

Atlanta Office

 

 

 

 

 

675 Seminole Avenue, NE

Suite 310

Atlanta, Georgia 30307

36 S. Charles Street

Suite 1000

Baltimore, MD 21201

 

 

9000 Midlantic Drive

Suite 100

Mt. Laurel, NJ 08054

 

 

 

 

Washington Office

 

1615 L Street, NW

Suite 510

Washington, DC 20036

 

 

 

 

 

 

Copyright (c) 2008 - 2016 Bolton Partners, Inc. All rights reserved.

        1-800-394-0263   info@boltonpartners.com

 

 

 

 

325 Sentry Parkway

Building 5 West, Suite 200

Blue Bell, PA 19422

 

 

 

 

Denver Office

 

3773 Cherry Creek North Drive

Suite 575

Denver, CO 80209

 

Philadelphia Offices