HORAN - Newsroom

NEW Financial Wellness Digital Series for Employees

 April 27 2020
An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness. To help employees better understand their fiduciary process, the key features of your company’s retirement plan, and the importance of setting aside money for their future, it’s crucial to offer financial education. Financial education can come in many forms and digital...

Financial Wellness and Productivity: How are your Employees Affected?

 February 5 2020
Financial Wellness and Productivity: How are your Employees Affected? Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of that is a revelation, a recent nationwide survey showed just how pervasive financial insecurity is in the workforce and how large the losses and potential risks are for employers at every level...

{WEBINAR} Are Your Employees Engaged in Their Retirement Planning?

 April 25 2019
Join us for a webinar on May 22 as we discuss how to strategically engage your employees in their retirement planning. Click the following link to register:

Award Winning Retirement Plan Design

 April 19 2019
Each year, PlanSponsor magazine recognizes the “best of the best” plan sponsors in various categories. This year, many of the winners have one thing in common – plan design features that help to escalate participation and deferral rates. Below are links to a few of those winning plan designs. https://www.plan...

Investor Letter Spring 2019

 April 10 2019
Stocks bounced back in the first quarter with the best quarterly start for the S&P 500 Index since 2009, up 13.5%, after a weak showing at the end of last year. We have said in the past that strength tends to beget more strength. There have been ten other times since 1950 where the S&P 500 Index was up greater than 10% in the first quarter. In 9 out of 10 of those periods, the final three ...

Do you have an effective investment menu strategy?

 April 1 2019
Do you have an effective investment menu strategy? Click here to watch a short video and learn three of HORAN's best practices that include the basics of investing, investment policy statement and a guide to developing an investment menu strategy.      Horan Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Horan Securities, ...

Q1 2019 - Upcoming Compliance Deadlines and Important Dates

 January 24 2019
February 28 – Deadline for filing 1099-R in paper form with IRS to report distributions made in 2018 (or by March 31 if filing electronically). March 15 – Deadline for processing corrective distributions for failed ADP or ACP tests without incurring 10% excise tax. March 15 – Deadline for filing corporate tax returns and contribution deadline for deductibility (without ...

Q4 2018 - Upcoming Compliance Deadlines and Important Dates

 November 19 2018
December 1 – Latest date for providing a 401(k) safe-harbor, QACA safe-harbor, QDIA, EACA or ACA notice.  December 1 - Process deminimus cash outs.  December 1 - Process forfeiture assets per the plan document.  December 15 – Extended deadline for distributing Summary Annual report (SAR) to participants if 5558 was filed.  December 31 – Dea...

Planning for Retirement

 November 2 2018
Conventional wisdom says that many expenses go down in retirement – like commuting, eating lunch out, and work clothing. But what expenses are likely to increase in retirement? Click here to learn more.

2019 IRS Limits

 November 1 2018
The IRS published the 2019 indexed dollar limits for qualified retirement plans. Here is a summary of this important update. 
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