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    To find out how Nolan Financial can benefit your company and your plan participants, call us at 1-888-886-9128 or request more information.

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  • Get to Know Nolan

    To find out how Nolan Financial can benefit your company and your plan participants, call us at 1-888-886-9128 or request more information.

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Supplemental Executive Retirement Plans

A Supplemental Executive Retirement Plan (SERP) is an agreement between an employer and a key executive, where the employer agrees to provide either a stated amount of retirement income or a set contribution amount to the executive, who may have contributed the legal maximum to their qualified plan contributions.

For any SERP, the benefits may be subject to a vesting schedule (cliff vesting or graded vesting) to increase the retentive nature of the plan. Additional features may also be built into the SERP plan, including:

  • Pre-retirement death benefits
  • Cost of Living Adjustments (COLA)
  • Change of ownership / change of control provisions
  • Rabbi Trust or Springing Rabbi Trust

Typical Objectives:

  • Attract, retain and reward key executives who remain with the organization
  • Provide supplemental retirement income for key executives
  • Act as a “golden handcuff”
  • Services
  • Nonqualified Executive Benefit Plans
    • Deferred Compensation Plans
    • Supplemental Executive Retirement Plans
    • Performance Unit Plans
    • Phantom Stock Plans
  • Bank Owned Life Insurance
  • Plans For Tax-Exempt Organizations
    • 457 Plans
  • Supplemental Executive Insurance Plans

View a demo video of our plan admin system.

It’s not just what Nolan Financial does that gains the trust and confidence of its clients. It’s what Nolan knows.

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    • 457 Plans
  • Supplemental Executive Insurance Plans
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    Unless otherwise identified, Associates on this website are registered representatives of Lincoin Financial Advisors Corp. Securities offered through Lincoin Financial Advisors Corp., a broker/dealer (Member SIPC). Insurance offered through Lincoin affiliates and other fine companies and state variations thereof. Lincoin Financial Group is the marketing name for Lincoin National Corporation and its affiliates. Firm disclosure information available at
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