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Are You Saving Enough for Retirement?

 August 9 2018
Determining how much savings you’ll need to last in retirement can be a challenge. Research shows that many retirees say their overall cost estimates turned out be low. MSN Money provides tips help you make more informed calculations while you still have time to adjust your savings. Click here to read the article.

Q3 2018 - Upcoming Compliance Deadlines and Important Dates

 August 9 2018
Early August – Second quarter 2018 investment performance available for review. August 14 – Deadline for providing Second Quarter individual benefit statements to participants in participant-directed plans. The quarterly fee disclosure due under the participant fee disclosure rule is also due on this date and can be included in the statement.  September 15 – Extend...

Investments: Q2 2018 in Review

 August 9 2018
Q2 2018 in Review - Market Summary through June 30, 2018  U.S. Equity (S&P500): 3.9% Q2, 2018, 3.2% YTD  International Equity (MSCI EAFE): -2.6% Q2, 2018, -3.8 % YTD  U.S. Fixed Income (BC Aggregate): -0.2% Q2 2018, -1.6% YTD  US stock market ended the second quarter up 3.9% which is near the gain for the year through and soared in Jan...

What happens when you improperly exclude an employee from your 401(k) plan?

 July 23 2018
What happens when you improperly exclude an employee from your 401(k) plan? Our friends at Graydon share some measures that are put in place to find mistakes and how to make the necessary corrections when mistakes are found. Click here to read the full blog article.

HORAN Capital Advisors Investment Letter & Market Review

 July 12 2018
HORAN Capital Advisors has published its Summer 2018 Investor Letter as well as the June Market Review. The US economy is now in its second longest economic expansion on record, surpassed only by the expansion of the 1990s. With the aging expansion, market pundits continue to debate when the next recession and bear market will occur. As they say, predictions are a funny thing, especially if they a...

HORAN Capital Advisors Investment Letter & Market Review

 July 12 2018
HORAN Capital Advisors has published its Summer 2018 Investor Letter as well as the June Market Review. The US economy is now in its second longest economic expansion on record, surpassed only by the expansion of the 1990s. With the aging expansion, market pundits continue to debate when the next recession and bear market will occur. As they say, predictions are a funny thing, especially if they a...

What documentation is required for retirement plan governance?

 June 25 2018
Part of the role of a retirement plan fiduciary is to maintain records regarding the plan’s compliance. Having the appropriate documentation can help you in case of a plan audit. The Retirement Times blog provides a quick overview of the types of documentation you should keep. Click here to read the article. For all your fiduciary questions, please contact your HORAN Retirement Advisors rep...

401(k) Fiduciary Checklist

 May 17 2018
Do you know everything you need to about your fiduciary responsibility as the sponsor of a retirement plan? Prepare yourself by using this checklist that covers 401(k) plan administration, plan documents, employee communication, and plan investments. Download the 401(k) Fiduciary Checklist. HRA acts as a co-fiduciary, sharing your fiduciary responsibility and liability. Not all firms are willing...

Fiduciary Fundamentals - May 9

 May 4 2018
Are you a retirement plan sponsor? Do you know your fiduciary responsibilities? With ever changing regulations surrounding fiduciary responsibilities, it is important to make sure you understand your risk and liability.  Learn more on May 9 at “Fiduciary Fundamentals – Issues, Actions & Resolutions.” Click here to Register.

Investing Risk Profile

 May 3 2018
View HORAN Retirement Advisors Investing Risk Profile. 
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