Archives: 2018

Alton Fryer IV joins Bolton Investment

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

On-site Medical Clinics

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

Retirement Plan Fee Benchmarking

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

Funding Strategies Under the New Tax Law

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

JoAnn Bogolin News

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