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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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April 21, 2023
Health. Wealth. Life. 75th Anniversary Edition. Spring 2023
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March 24, 2023
HORAN Retirement Team Named to List of Nation's Top DC Advisor Team
HORAN's Retirement Planning Advisory team has been named to the National Association of Plan…
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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…
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February 6, 2023
SECURE 2.0: The Impact on Retirement Plans
Author: Paul A. Carl, CHSA, CPFA®, Vice President, Retirement Plan Consulting, HORAN Wealth…
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January 9, 2023
Classic: Financial Life Event Series: Growing Your Family
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December 28, 2022
Classic: The 50-20-30 Rule
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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…
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December 27, 2022
Year-End Financial Checklist
There are certain actions you can take each year to help you stay on track to reach your financial goals and keep yourself financially fit overall. Consider…
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November 29, 2022
Planning to Retire? Tips for a Smooth Transition
Author: Michael L. Hermes, CFA, CFP, Vice President, Wealth Advisor, HORAN Wealth Management …
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November 21, 2022
Retirement Meditation #41: How do I fix my top heavy retirement plan?
A law firm created a 401(k) profit sharing plan for its attorneys and staff. The firm, owned equally by four partners, included two associates, three…
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