Why Nolan Financial?
We strongly believe in the “can-do” approach to deliver high-touch, best in class service to our clients and their participants. Nolan Financial’s knowledgeable and dedicated team of experienced professionals works closely with each of our clients from plan design to implementation and beyond.
Nolan Financial helps clients by:
- Keeping the costs of designing and administering supplemental executive benefit plans to a minimum without sacrificing the quality of the benefits offered.
- Administering plans with transparency, efficiency, reliability, and ease, that results in more productive plan sponsors and more satisfied plan participants.
- Delivering robust record keeping that is reliable and scalable
- Affirming that our clients are complying fully with changing federal and state regulations that govern executive plans.
Additionally, Nolan Financial has consistently obtained SSAE-16 (formerly known as Statement on Auditing Standard No. 70 Type II) audit reports with no exceptions noted. Nolan Financial’s receipt of an unqualified SSAE – 16 II Report provides assurance to our clients of the effectiveness of Nolan Financial’s processes, procedures and controls. This report eliminates the need for our clients to incur the expense of testing these controls.
Nolan Financial uses an open-architecture recordkeeping platform, which can accommodate custom designed 409A compliant nonqualified retirement plans. Custom designed plans result in greater participant satisfaction than using simple, less flexible prototype plans.
Our recordkeeping platform can accommodate any funding medium including mutual funds, corporate stock, COLI, an unfunded plan or any combination thereof depending upon an organization’s unique funding needs.