Core Services

A Full Range of Financial Services for
Your Highly Compensated Employees

Executive Deferred Compensation and Benefit Plans

Nolan Financial consults with you to identify the best combination of benefits to include in your executive compensation plan. These types of plans and services include:

  • Non-Qualified Benefit Plans
    • Deferred Compensation Plans
    • Supplemental Executive Retirement Plans (SERPs)
    • Performance Unit Plans
    • Phantom Stock Plans
  • Supplemental Executive Insurance Plans
    • Life Insurance
    • Disability Income Insurance
    • Long-Term Care Insurance
    • Group Personal Excess Umbrella Liability
    • Medical Expense Reimbursement Plans
  • Executive Peer Compensation and Benefit Reviews

Nolan Financial works with you to develop an implementation strategy that helps meet your needs and complements your culture. Considerations include:

  • Online enrollment
  • Custom communications and educational materials
  • Investment selection support through client’s registered investment advisor
  • Legal documentation support

Nolan Financial’s web-based administrative system ensures convenience, speed, accuracy, reliability, and data integrity.

Nolan Financial rigorously analyzes plan funding options to identify the one that will most benefit your organization and executives. They include:

  • Self-funding
  • Equity funding
  • Institutional insurance funding (COLI/BOLI)
  • A combination of the above that suits the need of the client
 

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