Bolton is proud to have been one of the sponsors of the Strictly Business event hosted by Jewish Community Services. This networking event honors employers who strengthen Maryland’s economy and was held at Woodholme Country Club on May 8, 2018.Continued
Alton Fryer IV has joined the firm as the Director of Client Services in our Investment division. Mr. Fryer brings over 20 years of experience working with institutional investment management clients. During that time he has managed relationships with plan sponsors of 401(k), 403(b), ESOP and def…Continued
JoAnn Bogolin, ASA, MAAA, and Managing Director at Bolton, has taken on a new role with the Society of Actuaries Health Section Council. Beginning June 2018, JoAnn will serve as the new Editor of Health Watch, the Society’s Health Section Newsletter. Health Watch features insightful articles that…Continued
Over the last month one large U.S. employer after another has announced substantial voluntary contributions to their pension plans in 2018:Verizon – $3.4 billion3M – $500 millionPfizer – $500 millionLockheed Martin – $5 billionFedEx – $1.5 billionHarris Corp – $300 millionWhat’s going on?A much-pub…Continued
Fee Lawsuits Are RealThe recent wave of fee litigation against sponsors of retirement plans focuses on whether plan fees are “reasonable” compared to the market place. Plan Sponsors have a fiduciary responsibility to ensure that any fees assessed by service providers are, in fact, reasonable. Accor…Continued
On-site, employer-sponsored medical clinics are growing in popularity as employers look for better ways to manage health care costs and as employee wellness becomes a higher priority. An on-site medical clinic can offer health care services to employees in a convenient location at the workplace.Wha…Continued
