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
