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December 19, 2025
Retirement Meditation #52: What is a prohibited transaction?
After rejecting significantly increased costs from a decades' long corporate service provider, …
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December 10, 2025
Retirement Meditation #51: What’s your intended retirement age?
“Buddy” started contributing into his organization’s retirement plan as soon as he became eligible,…
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November 19, 2025
Retirement Meditation #50: What is the role of a retirement plan committee member?
When “JoAnn” accepted an internal promotion to CFO, she also accepted appointment to become a…
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October 29, 2025
Retirement Meditation #49: Should my retirement plan have an oversight committee?
Just over ten years ago, I met with a CPA who specialized in audits of nearly 200 retirement plans…
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October 9, 2025
Retirement Meditation #48: Who is an Appointed Fiduciary?
“Marty” is a new member of his company’s retirement plan committee. While he’s generally familiar…
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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…
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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…
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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…
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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.
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December 15, 2023
HORAN Wealth Announcement
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