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Employee Benefits and Investment Consultants





Keys to Succeeding in the Medicare Advantage Market

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2016 ACA Reporting

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IRS to Accept ACA Filings After June 30 Deadline

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ACA Reporting - Past and Future

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PCORI Filing Due to IRS by August 1

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2016 ACA Compliance Checklist

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Legislative Updates/Health Care Reform


2016 Federal Budget Delays ACA’s Cadillac Tax & Suspends Two Other Taxes

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Proposed Rule on ADA and Wellness

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January 2016 Newsletter

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Summary of Updated Mortality Tables for Defined Benefit Pension Plans for 2017

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Summary of Changes to the Form 5500

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Repeal of the Form 5500 Extension Filing

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Final Regulations for the PBGC Reportable Events

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Summary of Final IRS Regulations for Minimum Funding of Single-Employer and Multiple Employer Plans

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Modification to the Form 5500 Extension Filing

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IRS to Prohibit Some Pension Plan Lump­-Sum Payments

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Bill Would Allow Retirement Plan Documents To Be Sent to Participants Electronically

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Summary of Changes to the Determination Letter Program

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Proposed 2016 Benefit and Payment Parameters

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IRS Releases Draft Forms for Employer

Reporting of Health Coverage

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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 - 2017 Bolton Partners, Inc. All rights reserved.






325 Sentry Parkway

Building 5 West, Suite 200

Blue Bell, PA 19422





Denver Office


720 South Colorado Blvd.

Penthouse North

Denver, CO 80246


Philadelphia Offices