Employee
Engagement

Businesses | Retirement Plan Consulting | Employee Engagement

By engaging your plan participants throughout their retirement journey, HORAN Wealth is uniquely positioned to work with your plan participants every step of the way. From remote resources to personalized one-on-one consultation, HORAN Wealth strives to promote retirement readiness regardless of age or income.

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Customized Financial Wellness Education

HORAN WealthBeing℠

Improve overall financial wellness through our personalized education platform with materials developed to meet the unique needs of your employees.  

Retirement Consulting Sessions

We provide both group sessions and individual meetings dedicated to helping your employees meet their retirement goals.  

Comprehensive Financial Planning

Your employees requiring more in-depth consultation due to personal, professional or financial complexity have access to our team of financial planners.

Benefits: What, Like it's Hard Podcast

Check out one of our engagement resources–HORAN Wealth's “Benefits: What, Like It’s Hard" Podcast—which provides a library of more than 150 podcasts covering benefit-related topics. 

Related Services

Investment Oversight

We provide guidance, insight and investment monitoring, always rooted in our understanding of your unique needs and objectivites.

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Fiduciary Best Practices

We can help reduce your compliance concerns by collaborating with you to identify your greatest risks.

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Strategic Plan Design

Solidifying your business’ future starts with listening to your specific needs and building a plan to fit those goals, priorities and desired outcomes. 

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Insights

The Social Security Fairness Act
The Social Security Fairness Act – Receiving a higher benefit due to the elimination of Windfall Elimination Provision and Government Pension Offset…
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Spring 2025 Investor Letter: Tariffs and Trade
The end of the first quarter on March 31st seems like a distant past given the tariff and trade news during the first part of April. The S&P 500…
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Fostering Connection, Unity, and A Legacy of Generational Wealth
A Conversation with Susan SchoenfeldIn Private Wealth Management at HORAN Wealth, we know that managing money is just the beginning. True legacy is…
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