The Nolan Company - Overland Park, Kansas

Rach C.

UPDATE: I wrote the review below 11 months ago, and I am still waiting on my 401k to be distributed to me. I email them asking for updates, they tell me first that they don't know when my check will be sent to me since they are "just a third party" and then tell me to follow up with them in 30 days. Which i did last week and they still have not responded to me. Do not do business with this company. All they do is blow you off and hold your money hostage.

I have been trying to get in touch with this company about transferring my 401k for two weeks now. This is the first time I've had to reach out since enrolling in my 401k. There are no live reps you can talk to, only a voice-mail you can leave and the email that's provided, only sends an automated response, days later. At this point I don't even think this is a legitimate company. If your employer is going to use them for your 401k do not enroll. If they are legit apparently they just hold your 401k hostage and never respond.

Gabriel G.

We have used the Nolan Company for our cross testing and plan administration for 3 years. They have made this whole process easier for us. We were originally going to go with Fidelity or Vanguard for all of our 401k but just used Fidelity as a brokerage firm and let Nolan do the rest. They have saved us a considerable amount of money. I would highly recommend them to reduce your costs and help make the trustee process a lot easier. Glad to have them as part of our A-team.

Steve C.

I've been a client of The Nolan Company since 1996 - and the same account manager has been super helpful with all my questions the whole time. I've had three businesses during that time that Misty there helped me transition through all the different retirement accounts. I couldn't be happier with their service. My CPA firm, which is very protective of their clients, refers to them exclusively for their hundreds of clients.

MV C.

Exceptional service, friendly staff, superior knowledge of pension and 401(k) and proit sharing plans, keeps plan on filing deadlines, forewarns of coming changes in law or regulations that will cause a client to make alterations in the document or how it is administered. Would not take a plan elsewhere before having Jim Nolan and staff advise on whether a proposal is worthy or not. Competitors speak admiringly of Nolan's company, hundreds of clients, 20+ on administative staff. Never have encountered unusual delays in responses back. Instead, responses are always prioritizing calls and emails for assistance.

G M.

My son has had a 401K account with this company for over 2 years. They
have not provided him a statement of the balance of his account for all that
time. Investment advisers must provide a statement at least quarterly. They
have not even provided him his account number.

Sam W.

I have changed accountants, and I've also changed third party administrators, so I will no longer be using them for 2016. These people do not answer the phone. They do not care about their clients. I'm very happy to be using a new company, but the Nolan Company still hasn't given my new TPA or accountant what they need to from last year. My accountant has to file late, and the deadline is approaching. I'm looking at penalties from the IRS soon if they don't respond. They will say I didn't give them information in a timely matter, but they will fail to mention that they required this information through their website, which did not work when I tried to use it. They should be able to take data and info any way they can get it. And anyway, I've been giving them what they've been asking for since the spring time. I never hear from them. I have to initiate all communication.

I'm ignorant of much of what they do, and so are many of their clients, I'm sure. This leaves us extremely vulnerable. At best, they are inattentive. At worst, negligent. Beware. Only use them if your CFP, CPA, or trust forces you to. Even then, try to use another TPA.

BriAnna L.

No one answers the phone! I have attempted to reach out via phone 3 days in a row with no answer?
I am an employee with accounts rendered by the Nolan Company attempting to rollover my 401 K and have received email responses but not once had a phone call answered to speak to a human being. Very bad service.

Gabriela R.

If I could give zero stars I would. Impossible to communicate with regarding important matters on your account. I haven't been able to resolve an issue I have with them since August 2023. They do not communicate or give you any answers.