Since executive benefit plans operate in a constantly changing environment, they must be dynamic. We take great care to understand our clients’ business processes, culture and objectives, so that our solutions not only help meet their financial goals, while adhering to applicable benefit regulations.
Custom Plan Design
Nolan Financial utilizes an open architecture platform that allows us to provide our clients fully customized plan design and funding alternatives. We work closely with our clients to define the needs of the organization and its plan participants. As part of the plan design, we can survey management regarding perception of the current benefit plan followed by interviews of sample participants.
Nolan Financial performs a comparison and analysis of the available funding alternatives (mutual funds, corporate owned life insurance, corporate stock, etc.) to provide optimum performance for the needs of each individual client. Because Nolan Financial is independent, it has the luxury of being able to provide to the client a wide range of options with increased cost efficiency.
Nolan Financial can help your organization from the initial discovery phase through ongoing plan recordkeeping.