|
Vice President, Investment & Retirement Plan Consultant
Karl Diebold is a critical component of HORAN’s Corporate Retirement Plan Consulting team and works with individuals and corporations to deliver investment and retirement planning. “We work with a committee to ensure they are fulfilling their fiduciary responsibilities in terms of investment monitoring, benchmarking, and process,” says Karl. “If the company was ever audited, we are confident they will have the processes and documentation in place to answer any audit questions.”
Karl regularly holds seminars on asset allocation and portfolio management. As a Certified Financial Planner, he maintains high satisfaction through plan sponsor engagement, plan design and robust participant education. “About 20 years ago,” says Karl, “my father urged me to ‘start preparing for retirement. If an 18 year old invests $2,000 a year for 10 years into an IRA and stops,’ he said, ‘that 18 year old will retire with $500,000 at age 65’ This lesson has stayed with me. I strive to communicate advanced investment concepts in an easy-to-understand way to the clients I meet.”
“It’s the little things you don’t think about or that you put off, that can become a problem,” Karl says. “Wise retirement planning demands attention to all kinds of details – forms to fill out, investment options, beneficiary designations, to name a few – and if you don’t keep up with them, you can lose options. One good way to prevent that is to enlist the help of a professional.” Karl’s 16 years of industry experience and clear delivery of information assists individuals in understanding their options and helps them make sound decisions.
- St. Joseph Parish, Crescent Springs - Finance Committee
- Villa Hills Youth Program - Volunteer
- Northern Kentucky University - B.S. Finance
- FINRA Series 7, 63 and 65 registrations
- Xavier University - M.B.A. Finance
|