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Equifax Breach

 September 18 2017
On September 11, Equifax made known that personal data of nearly half of the U.S. population was compromised this summer. The data breach gave thieves access to the identities (names, Social Security Numbers, addresses and dates of birth) of approximately 143 million Americans. Those affected are at increased risk for identity theft and fraud.  You can check if you are potentially impacted...

IRS Relief for Hurricane Irma Victims

 September 15 2017
The Internal Revenue Service is allowing victims of Hurricane Irma to tap their 401(k) savings if they need cash. The relief applies to plan participants or family members helping those in the affected area. View details in the CNCB article. The HORAN Retirement Advisors team is committed to helping plan participants reach their financial goals. Please contact us with any questions you may have...

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 ...

Find Money To Save

 September 1 2017
The US Bureau of Economic Analysis estimates that the personal savings rate in the United States is 3.8%. The personal savings rate includes all types of savings – retirement, emergency expenses, and rainy days. If there is no pay increase on the horizon, is it possible to improve that savings rate?  Yes, it is. Learn 25 ways to save money without making more. At HORAN Retirement...

Understanding Mutual Funds

 August 25 2017
While the “alphabet soup” of mutual fund names may be confusing, it’s important to understand the basics of mutual fund share classes. Mutual funds’ fee structures differ based on the fund’s asset class even though the same fund always invests in the same asset-class mix with the same underlining securities. Of course, not all fund share classes are available depend...

You Are A Fiduciary

 August 17 2017
A survey conducted by J.P. Morgan found that many company executives overseeing their company’s retirement plan do not realize that they are fiduciaries. Click here to review the survey. HORAN Retirement Advisors acts as a co-fiduciary, sharing your fiduciary responsibility and liability. Did you know that not all firms are willing to act as a co-fiduciary on your behalf?Your HORAN Retireme...

DOL Files for 18-Month Delay of Fiduciary Rule

 August 10 2017
Another delay has been requested by the Department of Labor regarding the implementation of the Fiduciary Rule. The DOL is requesting that the applicability date of the rule be moved from January 1, 2018 to July 1, 2019. Your HORAN Retirement Advisors team will continue to keep you informed of any policy changes that affect your plan, but in the meantime, feel free to contact us with questions you...

Millennials Out-Investing Coworkers for Retirement

 August 4 2017
According to a recent article by Benefit News, millennials are out-investing their Gen X and baby boomer coworkers for retirement. Auto-enrollment, on-site meetings, webcasts and one-on-one meetings, which are key components of a good employee engagement plan, are helping millennials increase involvement with their retirement plans.  Click here to read the full article. Contact HORAN Retire...

Help your employees understand Social Security and Medicare

 August 1 2017
Becoming eligible for Medicare presents complex challenges for even the savviest of individuals. This is why, in addition to helping employees on a one-on-one basis, we also conduct on-site Medicare seminars to provide employee education on how Medicare works and all the important rules and regulations that go along with that transition.  HORAN partners with employers to provide group educat...

Why Vampires Are Wealthy

 July 21 2017
One summer in high school I spent my lazy free-time reading vampire novels by Bram Stoker and Anne Rice. Years later I would read works by Charlaine Harris and, I am embarrassed to say, Stephanie Meyer. While I would not say I am a vampire fanatic, I find it an entertaining genre. I was therefore a bit too excited when a client said “that’s why vampires are so rich!” when discuss...
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