BOLTON PARTNERS, INC.
TOWSON, MD

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. , a native of Baltimore, MD, is a senior actuary and President of Bolton Partners, Inc. 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. During his career, Bob earned various actuarial credentials, including Fellow of the Society of Actuaries (1981), Fellow of the Conference of Consulting Actuaries (1982), Enrolled Actuary (1976), and member of the American Academy of Actuaries. Bob formed Bolton & Associates Actuarial Consultants (now Bolton Partners, Inc.) in 1981. 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. Bolton Partners is an employee benefits consulting firm that specializes in actuarial pension consulting and health and welfare consulting for corporate, public sector, and multi-employer organizations. Our sister company, Bolton Partners Investment Consulting Group, provides investment consulting services and benchmarking for both defined contribution and defined benefit plans. The firm was founded in 1981 by Robert Bolton and now has over 100 employees with locations in Baltimore, MD, Washington, D.C., Boca Raton, FL, Philadelphia, PA, Denver, CO and Atlanta, GA. Bolton Partners has a national client base, and our sole focus is to provide the best service for our clients. “The hallmarks of our company are independence, integrity, technical excellence, and a passion for client service.”