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February 15, 2026
Fiduciary Hot Topics Q1 2026
A recent federal court decision involving the Caesars 401(k) plan shows how a careful process for…
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February 9, 2026
Fiduciary Hot Topics Q4 2025
Q4 2025 marked an important period for fiduciaries facing heightened attention and ongoing…
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February 5, 2026
Retirement Plan Clarity—The Missing Place for Business Leaders
A retirement plan should be an asset—not a source of risk, confusion, or extra work.And here's the…
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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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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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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…
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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…
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