Corporate Retirement Plan Consulting
Over the years, HORAN has focused on helping our clients - employers like you - in the selection, implementation and ongoing service of their payroll deducted retirement savings plans.
In a constantly evolving marketplace, you need a partner who can focus on your investments, your plan design and your fiduciary and regulatory issues. That is just what you will get from the HORAN Corporate Retirement Plan Consulting team.
We offer objective advice, custom products, quality service, industry news and trends and practical ideas about qualified retirement plans. Particularly today, with the complexities of new pension laws, and the desire of employers to hire and retain valuable employees, more employers are seeking experienced and knowledgeable professionals. Advisors who pursue the right principles: analyze, design and then act.
Most employers share two primary concerns; earning a profit and protecting employees. The greatest benefits an employer provides employees are the ability to earn an income and retire at a desired age.
According to MetLife’s ninth annual study of employee benefit trends there is a clear message to employers: reprioritize employee loyalty and satisfaction or economic recovery may arrive with unprecedented setbacks for retention and productivity.
52% of all employees say they are interested in financial education and guidance.
58% of employees are prepared to pay 100% of the cost for financial benefits, if necessary.
And one of the most important factors…
78% of employers say employees are less productive when worried about personal financial problems; 48% say financial stress contributes to employee absences.
Benefits remain an important mechanism to support business goals of employee attraction and retention. Working closely with our clients’ employees, we help to set retirement plan objectives, review any existing plan, and/or design a new program to help achieve retirement goals.
So why use HORAN?
Our entire HORAN Wealth Management team is FINRA licensed, and our 14 financial professionals have an average industry experience of 19 years each and have certifications and designations in their areas of expertise, including:
- Chartered Financial Consultant
- Certified Financial Planner
- Accredited Investment Fiduciary
- Chartered Financial Analyst
HORAN is also a member of the Retirement Plan Advisory Group (RPAG), a professional alliance of accomplished advisors that demands and delivers higher level strategies, systems and services for qualified and nonqualified plan sponsor clients.
Benefits to Plan Sponsors
As the nation’s largest provider of retirement plan consulting for practice management, RPAG works alongside HORAN to empower and equip our practice with client research, tools and delivery systems that produce measurable results. With the back office running on high-octane, HORAN can concentrate on developing the individualized strategies and high-touch relationships. For you, it means the welcomed confidence of:
- 360° metrics on investment due diligence, plan compliance and fee and service benchmarking
- Non-alignment with any single plan provider for impartial, objective, balanced advice
- Shared knowledge and applied analysis to your unique plan
HORAN conducts client satisfaction surveys to measure our effectiveness and quality of our service, both at the participant and plan sponsor levels. In a survey of one of our largest clients, a relationship that spans over two decades, the overall survey results were a 4.6 out of a possible 5.0. HORAN received an overall average score of 4.3 out of a possible 5.0 in the recent annual survey of plan sponsors.