05
MAR
2018

Twelve years, no exceptions

Nolan Financial Group is proud to announce, for the twelfth consecutive year, has received an unqualified SOC-1 report following the American Institute of Certified Public Accountants’ (AICPA) internationally recognized auditing standard known as SOC-1 (following Statement on...
10
FEB
2017

Eleven years, no Exceptions

Nolan Financial Group is proud to announce, for the eleventh consecutive year, its non-qualified plan administration unit received an unqualified SSAE -16 report within the American Institute of Certified Public Accountants’ (AICPA) internationally recognized auditing standard...
02
FEB
2017

Seek but You Will Not Find – Indirect Fee Disclosures, a Persistent Issue

New study looking at DOL data reveals that plan sponsors fail to receive indirect compensation disclosures.  Click below to read the full report. Nolan Report Sch C Text Analytics
22
DEC
2015

Nolan Financial Partners with Highland Capital Brokerage

Nolan Financial Partners with Highland Capital Brokerage Bethesda, MD – December 22, 2015: Nolan Financial has entered into a formal business relationship with Highland Capital Brokerage, a national life insurance brokerage firm with headquarters in Birmingham, Alabama...
16
JUN
2015

A New Litigious Era for ERISA and How a Retirement Plan Sponsor Can Protect Itself

A New Litigious Era for ERISA and How a Retirement Plan Sponsor Can Protect Itself
27
JAN
2015

Davidson v Henkel: Mishandling the Special Timing Rule Can Severely Impact Plan Sponsors and Participants

In the case Davidson v. Henkel Corporation, a former employee and participant in the company’s Nonqualified Deferred Compensation (NQDC) plan sought to recover plan benefits that were reduced because the employer failed to recognize the Internal Revenue Code’s “Special Timing...
18
DEC
2014

Nolan Financial Appoints James C. Bailey to Board of Directors

Bethesda, Maryland – December 18, 2014: Nolan Financial has appointed James C. Bailey to the company’s Board of Directors. Mr. Bailey is a Founder and Partner at Bailey & Ehrenberg PLLC in Washington, DC.
11
DEC
2014

Nolan Financial Sets High Industry Standard with Ninth Consecutive Unqualified SSAE 16 II Report

Bethesda, Maryland – December 9, 2014: Nolan Financial has successfully completed its annual Statement on Standards for Attestation Engagements (SSAE) 16 Type II Audit and is proud to have received its ninth unqualified opinion from auditors (no exceptions noted) for the testing...
10
JUL
2014

Nolan Financial Grows While Remaining True to Founding Principles

Bethesda, Maryland – July 10, 2014: Nolan Financial, a leading provider of the custom design, communication, funding and recordkeeping of nonqualified retirement plans and Bank Owned Life Insurance (BOLI) consulting, is pleased to announce a series of new hires.  The additional...
26
JUN
2014

Nolan Financial Launches A New State-of-the-Art Website

Bethesda, Maryland – June 26, 2014:  Nolan Financial, a leading provider of Nonqualified Retirement Plans, Bank Owned Life Insurance (BOLI) consulting, funding and record keeping services, launched its new responsive website design, http://www.nolanfinancial.com.