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Dayton, Ohio

NAPA Announces HORAN as Top DC Advisor Firms

 September 26 2017
The National Association of Plan Advisors has published its first-ever list of top 250 defined contribution (DC) Advisor Firms and HORAN Retirement Advisors makes the list at #114. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. “HORAN Retirement Advisors is dedicated to providing exemplary service to emplo...

HORAN Retirement Advisors Strengthens Team To Support Clients

 September 6 2017
Today HORAN announced the restructuring of its HORAN Retirement Advisors team to support continued growth and enhance client engagement. Over 250,000 individuals depend on HORAN for their health, wealth and life needs, collectively. HORAN is the third-largest employee benefit firm in the region and the 20th largest money management firm based on more than $1.8 billion in financial assets under ma...

HORAN Names 6 Employers “Best In Class Award Winners”

 April 19 2017
HORAN announced the results from its annual Health Management Best Practices Survey at HORAN’s Health Management Symposium’s held in Cincinnati and Dayton on April 5 and 6.  This survey was conducted through HORAN’s Health Management WayTM, which leverages best practices, capitalizes on market expertise and utilizes client data to create unique wellness programs for organiza...

HORAN names Amanda Chapman Chief Compliance Manager

 April 14 2017
HORAN recently announced the promotion of Amanda Chapman to Chief Compliance Manager for HORAN Securities and HORAN Capital Advisors. Amanda joined HORAN in 2012, most recently serving as Manager of Client Services. During this role, Amanda served as an integral part of the wealth team by managing retirement plans and wealth accumulation accounts for individuals and corporations. “We prid...

HORAN Creates New Executive Leadership Positions To Support Rapid Growth & Expansion

 January 23 2017
Valerie Bogdan-Powers was promoted to Chief Business Development & Client Relations Officer for HORAN’s Health Benefits Department and Keith Cheesman was appointed to Chief Operating Officer for HORAN Securities to support rapid growth and expansion.

Erik Freudenberg Wins Mirror Ball Trophy at Habitat in Havana

 July 9 2016
Erik Freudenberg, HORAN Vice President & Dayton Market Leader, won the Mirror Ball Trophy at the Dancing with the Stars competition during the Habitat in Havana event that benefited Habitat for Humanity of Greater Dayton. Erik and his professional dance partner Kristin Perpich won the crowd over with their dance to Barry Manilow’s classic Copacabana.   The trophy is given for win...

HORAN Wins Dayton's Healthiest Employer Award for Third Year in a Row

 July 1 2016
HORAN wins the Dayton Business Journal's 2016 Dayton's Healthiest Employers award. This marks the third year in a row that HORAN has won. The HORAN wellness program was started in 2007 and currently has a 100% participation rate in at least one of the wellness program components. The program has evolved over the past nine years and has moved from participation-based to an incentive-based program....

HORAN Launches More Social Media Tools

 June 7 2016
Interested in what HORAN is up to daily? Want to stay abreast of the most recent industry news that affects you and your employees? HORAN added more social media tools to better connect with clients. Now you can access information through: - HORANassoc.com  -  LinkedIn  - Twitter @HORAN1948  - Instagram HORAN1948 - HORAN Health Benefits Compliance Blog...

Fore! Wright Patt Credit Union and Cincinnati Eye Institute Hit the Links to Raise Money

 June 7 2016
On Friday, June 3, Wright Patt Credit Union (WPCU) and the Cincinnati Eye Institute Foundation each held a golf outing. HORAN was proud to sponsor each of our clients in their fundraising efforts. The WPCU event benefited the WPCU’s Sunshine Community Foundation. The Sunshine Community Foundation is completely supported through the efforts of WPCU Partner-Employee fundraising, vendors and b...

Long-Term Care Topic of Cincinnati Edition Today

 April 11 2016
Laurie Petrie, Vice President of Communications at the Council on Aging in Southwestern Ohio and Greg Hoerschmeyer, Senior Vice President of Life Insurance at HORAN were guests on WVXU-FM’s Cincinnati Edition today. The guests discussed long-term care options to consider when planning and paying for the possible long-term care needs for you or a loved. Long-term care provides help to indiv...
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