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September 23, 2025
Retirement Meditation #47: What is a Named Fiduciary?
After the purchase by private equity, the employer’s existing president was replaced by a private…
Retirement Meditation #47: What is a Named Fiduciary? Read More
March 19, 2024
HORAN Wealth's Retirement Team Named to List of Nation's Top DC Advisor Team
HORAN Wealth's Retirement Plan Consulting team has been named to the National Association of Plan…
HORAN Wealth's Retirement Team Named to List of Nation's Top DC Advisor Team Read More
March 5, 2024
Choosing Between ERISA 3(21) and ERISA 3(38)
Deep in conversation with Rachele Wolf, dissecting the differences between ERISA 3(21) and ERISA 3…
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January 26, 2024
Planning for Retirement
Ben Hardigg sits down with Kelsey Murray to discuss how planning for retirement is crucial for…
Planning for Retirement Read More
January 12, 2024
HORAN Wealth's Weekly One Thing: Navigating SECURE 2.0
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and 2022’s…
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January 12, 2024
Navigating SECURE 2.0
Terence L. Horan and Paul Carl talk about how to navigate SECURE 2.0.
Navigating SECURE 2.0 Read More
June 12, 2023
Retirement Meditation #45: Do you know how many compliance tests are required annually for your retirement plan?
A plan sponsor offered a safe harbor 401(k) plan using the basic match formula and wanted to redefine compensation to exclude commissions for deferral and safe…
Retirement Meditation #45: Do you know how many compliance tests are required annually for your retirement plan? Read More
June 1, 2023
Retirement Meditation #44: Has my company outgrown its SIMPLE retirement program?
Pre-COVID, a small business investigated a move from their SIMPLE IRA to a more traditional 401(k) plan. The growing organization was approaching and looking…
Retirement Meditation #44: Has my company outgrown its SIMPLE retirement program? Read More
February 20, 2023
Retirement Meditation #43: Why is my retirement account balance $0?
Years ago, a local drug store hired my middle daughter into her first “real job” as a retail clerk. She loved the work and servicing the public. She was also…
Retirement Meditation #43: Why is my retirement account balance $0? Read More
December 27, 2022
Retirement Meditation #42: What are the most common retirement plan audit findings?
A manufacturer offering a generous safe harbor 401(k) match noticed that it was losing employee talent and candidates to the competition. A review of its total…
Retirement Meditation #42: What are the most common retirement plan audit findings? Read More
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