17
FEB
2016

Nolan Financial Enters Into Strategic Alliance with Securian Financial Group

Nolan Financial Enters Into Strategic Alliance with Securian Financial Group Bethesda, MD February 17th – 2016 Founded in 1880 and headquartered in St. Paul, Minnesota, Securian provides insurance, investment and retirement solutions to more than 15 million customers...
27
MAR
2015

Nolan Financial Is An Exemplary Business Partner

Wayne A. Pangburn, Principal & CEO Emeritus, The Pangburn Group The Pangburn Group and Nolan Financial share several core philosophies.  We are both dedicated to providing accurate, state-of-the-art Bank Owned Life Insurance (BOLI) recordkeeping services to our clients.  Both...
14
NOV
2014

2014 Global M&A Activity Surges: Need to Reevaluate Executive Benefits

2014 Global M&A Activity Surges: Need to Reevaluate Executive Benefits
14
NOV
2014

Bank Owned Life Insurance (BOLI): Interagency Guidelines – OCC Bulletin 2004-56

Bank Owned Life Insurance (BOLI): Interagency Guidelines – OCC Bulletin 2004-56  
11
FEB
2014

Go-To Professionals

Pat Fergen, Human Resources Specialist, Avera McKennan Hospital & University Health Center I am a Human Resources Specialist in the area of Compensation and Benefits. Kim Enebo, the director of Compensation and Benefits is my direct supervisor.
11
FEB
2014

Compliance Hassle, Compliance Risk

Kim Enebo, Human Resources Director, Avera McKennan Hospital & University Health Center We had been with a different supplemental/executive benefit provider, and the laws were getting more complicated. We were going to spend a lot of money for something that would allow us...
11
FEB
2014

Spend More or Save Millions?

Bill McLean, Senior Vice President, Avera McKennan Hospital & University Health Center We were in a relationship with another vendor. Their service was always very good, but their product was getting more expensive than we could justify. We just couldn’t make it work, so we...
11
FEB
2014

Help! She Needed Somebody

Patti Murzyn, Human Resources Specialist (retired), Lincoln Financial Group In 1999, a gentleman at Lincoln Financial, a friend of Mike Nolan’s, was looking to move our deferred compensation plan from Wells Fargo to another firm. Mike came in and made the pitch, and after some...
11
FEB
2014

Is Bigger Better? Not in This Case.

Karen Kanjian, Head of Compensation, Lincoln National Corporation When I first came to Lincoln Financial and was given responsibility for the legal compliance side of our deferred compensation plans, I had never heard of Nolan. My first impulse was to move to a mor...
24
JAN
2014

5 Essential Components of a Nonqualified Deferred Compensation Plan

5 Essential Components of a Nonqualified Deferred Compensation Plan  
24
JAN
2014

TheIRS or Yours: Who Is Really Getting Relief?

TheIRS or Yours: Who Is Really Getting Relief?  
24
JAN
2014

Life After the Fiscal Cliff, It’s Not Too Late For Executive Deferrals In 2013

Introduction / Problem The harsh reality is that personal income tax levels for the highly compensated will more than likely be rising. Additionally, some personal income tax deductions will also be reduced or eliminated, making it even more difficult for the highly compensated...
24
JAN
2014

Should a Company Bundle Its Nonqualified and Qualified Plans?

Introduction There was a recent article in Plan Advisor1 that examined an increasing trend in Requests for Proposals that bundled qualified and nonqualified plans. The driving force behind this trend comes from the plan sponsor’s desire to offer a user-friendly experience in...
24
JAN
2014

Attracting, Retaining, and Rewarding Key Executives Using a Profit – Value Sharing Strategy

Problem Every CEO/business owner wants his or her company to grow and become more profitable. For this to happen, a company must have the dedication and support of its key employees. To increase loyalty and retention, key employees need to see and feel that they are making a...
24
JAN
2014

Nonqualified Executive Compensation Risk Management Strategies

Introduction In the lexicon of four letter words that continue to create consternation, Risk is one that we face on a daily basis. Oftentimes, we do not even consider the risks we take in our lives. While we will not be discussing risk in our home life, we will discuss risk in...
24
JAN
2014

Retirement Planning

Retirement Planning  
24
JAN
2014

Nonqualified Deferred Compensation – It’s Not a Gift It’s An Equalizer

Introduction A nonqualified deferred compensation (NQDC) plan is meant to be a retirement planning tool and not to be confused as a perquisite or excessive executive compensation. An NQDC plan is offered by the executive’s employer as a vehicle for him or her to offset the...
24
JAN
2014

Making Nonqualified Plan Distributions Stretch: Distribution Options – What’s the Big Deal?

Making Nonqualified Plan Distributions Stretch: Distribution Options – What’s the Big Deal?  
24
JAN
2014

Change Is In The Air: A Focused Approach to Executive Attention in 2011

Change Is In The Air: A Focused Approach to Executive Attention in 2011  
24
JAN
2014

Planning Outside The Box With Nonqualified Executive Retirement Plans

Planning Outside The Box With Nonqualified Executive Retirement Plans  
24
JAN
2014

Strategically Designed Nonqualified Executive Benefit Plans

Strategically Designed Nonqualified Executive Benefit Plans  
24
JAN
2014

Equity-Based Plans vs. Nonqualified Executive Benefit Plans

Equity-Based Plans vs. Nonqualified Executive Benefit Plans  
24
JAN
2014

409A Corrections in 2010

409A Corrections in 2010  
24
JAN
2014

Planning for NQDC Distributions May Avoid State Taxes

Planning for NQDC Distributions May Avoid State Taxes  
24
JAN
2014

Pension Closeout Opportunities

Pension Closeout Opportunities  
24
JAN
2014

A Challenge for The Times: Managing Your Nonqualified Plans in a Difficult Economy

A Challenge for The Times: Managing Your Nonqualified Plans in a Difficult Economy  
24
JAN
2014

Retirement Planning for Executives: “Are You on Your Own?”

Retirement Planning for Executives: “Are You on Your Own?”  
24
JAN
2014

Non-Qualified Executive Compensation Plans: The Transition Period Has Ended—Operating in a 409A Environment

Non-Qualified Executive Compensation Plans: The Transition Period Has Ended—Operating in a 409A Environment  
24
JAN
2014

Effective Executive Compensation: “The Common Sense Three-Legged Stool”

Effective Executive Compensation: “The Common Sense Three-Legged Stool”  
24
JAN
2014

Executive Attraction and Retention: “The Right Solution”

Executive Attraction and Retention: “The Right Solution”  
24
JAN
2014

(Nonqualified Plans): To Fund or Not to Fund? That is the Question

(Nonqualified Plans): To Fund or Not to Fund? That is the Question  
09
JAN
2014

Nolan Financial Moving Headquarters After 25 Years of Growth

Chevy Chase, Maryland – January 9, 2014: Nolan Financial is pleased to announce the relocation of its national headquarters, effective February 3, 2014.  The company will remain just outside of Washington, D.C. and will be located at 6720-B Rockledge Drive, Suite 140, Bethesda,...
13
DEC
2013

Hello world!

Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!
09
DEC
2013

Nolan Financial Receives Eighth Consecutive Unqualified SSAE 16 II Report

Chevy Chase, Maryland – December 9, 2013: Nolan Financial has successfully completed a SSAE 16 Type II Audit, which resulted in an unqualified report with the American Institute of Certified Public Accountants’ (AICPA). The SSAE-16 audit creates an international platform of...
23
JAN
2013

Introducing Nolan Financial’s Nonqualified Plan Technology Page and Plan Administration Video

Chevy Chase, Maryland – January 23, 2013: Nolan Financial has added new content on its website to provide valuable insight into its recordkeeping system and services.  The new page, Nonqualified Plan Technology, lists some of the unique features of Nolan Financial’s system and...
17
JAN
2013

Four Nonqualified Plan Trends To Watch With Tax Rate Increases

Four Nonqualified Plan Trends To Watch With Tax Rate Increases  
14
JAN
2013

Nolan Financial Receives Unqualified SSAE 16 II Report

Chevy Chase, Maryland – January 14, 2013: Nolan Financial has successfully completed a SSAE 16 Type II Audit, which resulted in an unqualified report with the American Institute of Certified Public Accountants’ (AICPA). The SSAE-16 audit creates an international platform of...
07
MAY
2012

Nolan Financial Expands Executive Team

Chevy Chase, Maryland – May 7, 2012: Nolan Financial Group, a leading provider of custom design and administration services for nonqualified deferred compensation plans, is pleased to announce two new additions to the Nolan Financial team. Mr. William H. Palmer joins Nolan...
17
APR
2012

Nolan Financial Opens New Southern California Office

Chevy Chase, Maryland – April 17, 2012: Nolan Financial Group, a leading provider of custom design and administration services for nonqualified deferred compensation plans, announced the opening of a new office in Irvine, California as part of their strategic expansion. The...
05
MAR
2012

Nolan Financial Adds Office in Dallas, Texas

Chevy Chase, Maryland – March 5, 2012:  Nolan Financial Group, a leading provider of custom design and administration services for nonqualified deferred compensation plans, announced that in response to growing demand, it has established a plan administration office in Dallas,...
02
FEB
2012

Nolan Financial Released Unqualified SSAE 16 Report

Chevy Chase, Maryland – January 10, 2012: Today Nolan Financial Group announced that, for the sixth consecutive year, its non-qualified plan administration unit received an unqualified SSAE -16 report within the American Institute of Certified Public Accountants’ (AICPA)...
17
JAN
2012

Nolan Financial Released Unqualified SSAE 16 Report

Chevy Chase, Maryland – January 10, 2012: Today Nolan Financial Group announced that, for the sixth consecutive year, its non-qualified plan administration unit received an unqualified SSAE -16 report within the American Institute of Certified Public Accountants’ (AICPA)...
17
DEC
2010

December 31, 2010 Deadline Offers Maximum Corrective Relief for Plans Subject to 409A

On November 30, 2010, the IRS issued Notice 2010-80 (Modification to the Relief and Guidance on Corrections of Certain Failures of a Nonqualified Deferred Compensation Plan to Comply with § 409A(a)). This NolanWIRE discusses the ameliorative relief, offering the most generous...
19
NOV
2010

Nolan Financial Receives Unqualified SAS-70 Type II Report for Fifth Consecutive Year

Chevy Chase, Maryland – November 19, 2010:  Nolan Financial Group today announced that, for the fifth consecutive year, its Non-Qualified Plan Administration Unit received an unqualified SAS-70 Type II Report within the American Institute of Certified Public Accountants’ (AICPA)...
17
OCT
2010

The Next Generation of Funding Alternatives for Nonqualified Plans

The Next Generation of Funding Alternatives for Nonqualified Plans  
22
MAR
2010

Nolan Financial presents at the prestigious ASPPA 401(k) Summit

Chevy Chase, Maryland – March 22, 2010:  Michael E. Nolan, President & CEO of Nolan Financial, affiliated with Lincoln Financial Advisors Corp. presented a workshop at the American Society of Pension Professionals & Actuaries (ASPPA) annual summit held in Orlando from...
17
JAN
2010

409A Second Chances

409A Second Chances  
15
DEC
2009

Nolan Financial Receives Unqualified SAS-70 Type II Report for Fourth Consecutive Year

Chevy Chase, Maryland – December 15, 2009: Nolan Financial today announced that for the fourth consecutive year its Non-Qualified Plan Administration Unit received an unqualified SAS-70 Type II Report within the American Institute of Certified Public Accountants’ (AICPA)...
17
OCT
2009

Additional Analysis of the Executive Compensation Restrictions that Apply to TARP Companies

Additional Analysis of the Executive Compensation Restrictions that Apply to TARP Companies  
22
SEP
2009

Nolan Financial Announces Appointment of Newest Board Member

Chevy Chase, MD – Nolan Financial is pleased to announce the appointment of Mr. Sean Gautam to its Board of Directors.  Mr. Gautam is President of Intelligrity Capital Management, LLC and a published author on strategic investing.  Before founding Intelligrity Capital Management,...
17
JUL
2009

IRS Indicates that TARP Equity Purchases Do Not Cause Change of Control to Allow Accelerated Distributions for 409A Purposes

SEE THE CIRCULAR 230 DISCLAIMERS APPENDED TO THE CONCLUSION OF THIS WASHINGTON REPORT. The Internal Revenue Service issued Notice 2009-49 to provide that equity purchases under the Troubled Asset Recovery Program (“TARP”) do not cause changes in control that would...
17
APR
2009

Limitations on Terminating and Otherwise Changing Nonqualified Deferred Compensation Arrangements Subject to Code Section 409A

Limitations on Terminating and Otherwise Changing Nonqualified Deferred Compensation Arrangements Subject to Code Section 409A  
19
FEB
2009

Nolan Financial Announces Release of New Supplemental Benefits Administration System

Chevy Chase, MD – Nolan Financial announces the release of a new Supplemental Benefits System that has been integrated into their existing nonqualified participant account website, NolanLink.com. The new system has been designed to meet the specific needs of hospital and health...