The Nolan Company has made exciting changes this year to our client web access.  Beginning this year, in addition to retrieving files required in the data collection process, clients may also submit them directly to us in the submission window below.

Also, once your report is complete, a digital copy of your Annual Valuation and associated records will be posted to the site which can be retrieved at any time via your client login.  In addition, the annual Form 5500 and other documents will be able to be digitally signed via Docusign. 

Annual Update Process:

 

To retrieve your Annual Update Questionnaire and Census, please click the "Client Login" button and follow the directions on that page.

  • Please save each file to your computer to work on them.

  •  Once the forms are completed, they may be submitted directly to our office via the “Submit Documents” form. 

  • You can submit items via this form as many times as needed.

If you have any questions about the retrieval or submission process, please contact Shay.

If you have questions about completing the forms, please contact your administrator or their assistant.

Once your report has been completed you will receive an email indicating that a digital copy of your Annual Valuation has been posted to your confidential login on our website.  You may retrieve your reports via the link provided in the email or any time through the link in this website.