513.745.0707 Client Login Contact Us
513.745.0707  |  Client Login  |  Contact Us

Insights

Search & Filter

Article Podcast Award Video Magazine
Reset

Subscribe

January 15, 2026
January 2026 Retirement Times
From upcoming rules on paper statements and electronic disclosures to new insights on why many…
19
Read More
December 19, 2025
Retirement Meditation #52: What is a prohibited transaction?
After rejecting significantly increased costs from a decades' long corporate service provider, …
37
Read More
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,…
54
2
Read More
December 8, 2025
December 2025 Retirement Times
Cybersecurity: A Top Plan Sponsor ConcernAccording to Escalent's 2025 Retirement Planscape study,…
42
Read More
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…
25
Read More
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…
23
1
Read More
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…
18
Read More
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…
25
Read More
August 25, 2025
Markets in a Minute - Heading West
Week Ending August 22nd; Markets rallied as the Federal Reserve closes the Summer with their Jackson Hole Symposium.
17
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…
36
1
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…
120
1
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…
117
2
Read More