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February 19, 2024
Pre Tax vs After Tax in Retirement Plans
Kelsey Murray and David Templeton discuss pre tax vs after tax when in retirement plans.
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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
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…
HORAN Retirement Team Named to List of Nation's Top DC Advisor Team 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
February 6, 2023
SECURE 2.0: The Impact on Retirement Plans
Author: Paul A. Carl, CHSA, CPFA®, Vice President, Retirement Plan Consulting, HORAN Wealth…
SECURE 2.0: The Impact on Retirement Plans Read More