Why Nolan Financial?

An executive benefits recordkeeper should be selected based on experience, expertise, and administrative capability. As a truly specialized recordkeeper focusing on nonqualified deferred compensation and executive benefits, Nolan Financial is uniquely positioned to provide the level of service required for these unique benefit opportunities.

 

Independence & Culture

• Open Architecture – Tailor benefit solutions to each client
• Independent and Privately owned

Specialized NQDC Recordkeeper

• Custom Design and Administration of NQDC Plans
• Additional Executive Benefits Expertise and Consulting Services

Attention to Details

• SOC-1 audit record - Fifteen consecutive years with zero material exceptions.
• 409A and nonqualified deferred compensation compliant record keeping software.

Industry Expertise

• 16 years average industry experience
• 13 years average tenure with Nolan Financial

Why utilize a specialized NQDC recordkeeper:

 

• Executive benefit plans are too complex or cumbersome to handle internally
• Not satisfied with current plan recordkeeper
• Inability to effectively administer investment/funding solution
• Low plan participation and/or employee satisfaction with existing executive benefit plan
• Need to consolidate two or more plans with a single recordkeeper to streamline processes and have more uniformity
• Plan currently being administered on a 401(k) recordkeeping system
• High turnover of administration staff