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 HORAN.
Over the years, we have focused on helping our clients - employers like you - in the selection, implementation, and ongoing service of their payroll deducted retirement savings plans.
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. Employers now appreciate advisors who pursue the right principles: analyze, design, and then act.
Working closely with clients, we help to set retirement plan objectives, review any existing plan, and/or design a new program to help achieve retirement goals.
Investment Management
HORAN works closely with you to develop a custom Investment Policy Statement that serves as a roadmap to success. We analyze your investment line-up and your retirement plan is then monitored and updated to maximize performance and ensure your fiduciary responsibility is always met.
Education
Education is key to investment and retirement plan consulting. As Registered Investment Advisors, our experts meet with your employees one on one and can offer investment advice as opposed to just guidance. HORAN’s education strategy ensures employees have the needed information to plan a successful retirement, resulting in increased deferrals, increased participation, and enhanced asset allocation.
401(k) Profit Sharing & Savings Plan
403(b)/403(b)(7)
Defined Benefit Pension Plan
Discretionary Contribution Plan
IRAs / Roth IRAs
Money Purchase Pension Plan
Simple Plan
Simplified Employee Pension Plan
Target Benefit Plan