Nolan Financial Resources

SOC 1 Announcement

Nolan Financial - 2023 SOC-1 and SOC-2 Press Release

Press Releases

Nolan Financial - 35th Anniversary Announcement

Nonqualified Deferred Compensation Plans

Nolan Financial - Nonqualified Benefit Programs

Nolan Financial - Transitioning Plan Balance from Mutual Funds to COLI

Nolan Financial - Informal Funding Alternatives Comparison

Nolan Financial - NQDC - A Powerful Financial Planning Tool

Nolan Financial - NQDC - Reducing State Income Taxation

Supplemental Executive Retirement Plans

Nolan Financial - SERP Solutions

Long Term Incentive Plans

Nolan Financial - Long Term Bonus Plans

Nolan Financial - LTBP Design Considerations

Nolan Financial - Viewpoints

2025 IRS Limits

Unlock Hidden Benefits: A Guide to NQDC Opportunities

FTC Issues Rule Banning Noncompete Clauses

Supplemental Executive Retirement Plan (SERP) - Powerful Employee Retention

2024 IRS Limits

Avoiding the Pitfalls of Bundling Services

Neutralizing 401k Refunds

Bank Owned Life Insurance

Q1-2024 - BOLI Market Update

Q4-2023 - BOLI Market Update

Q3-2023 - BOLI Market Update

Q2-2023 - BOLI Market Update

Nolan Financial - Bank Owned Life Insurance

Nolan Financial - BOLI FAQ

Marketplace Newletters

Finseca - Key Considerations for Non-Competes in SERPs and other Deferred Compensation Plans

Finseca - Designing an Elective Deferral NQDC Plan

FInseca - Designing a Employer Sponsored SERP

Finseca - Correcting NQDC Plan Document Errors

Finseca - Rabbi Trust Fundamentals for NQDC