Introduction
The Nolan Financial Group
www.nolanfinancialgroup.com/Assets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #45 | $6,229 | |||
401(k) | $0 | |||
403(b) | $0 | |||
457 | $977 | |||
NQDC | $5,252 | |||
All Other | $0 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #60 | 29,533 | |||
<$10MM | 13,524 | |||
$10MM – $50MM | 8,120 | |||
>$50MM – $200MM | 5,630 | |||
>$200MM – $1BMM | 2,259 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | Nonqualified plans only (i.e., 409A, 457(b), and 457(f) plans) |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | No |
Participant Services | |
---|---|
Call center hours | Weekdays: 7 a.m. - 7 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | None |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform McCamish systems (NQDC only) |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |