HORAN - Newsroom

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. 

Q2 2018 - Upcoming Compliance Deadlines and Important Dates

 May 3 2018
Early May – Schedule an auditor if plan requires an annual audit. May 15 – Deadline for providing First 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. June 30 – Deadline for processing corrective...

Investments: Q1 2018 in Review

 May 3 2018
Q1 2018 in Review - Market Summary through March 31, 2018  U.S. Equity (S&P500): -0.76% YTD as of March 31, 2018 International Equity (MSCI EAFE): -1.41 % YTD as of March 31, 2018 U.S. Fixed Income (BC Aggregate): -1.46% YTD as of March 31, 2018 Stock markets soared in January up more than 6% before giving up all gains and finished the quarter ...

Do You Know Your Fiduciary Responsibilities?

 April 19 2018
Legal action can be brought against plan sponsors and other fiduciaries by the Department of Labor, plan administrators and plan participants (and their beneficiaries) should they breach their ERISA fiduciary duties. It is imperative that fiduciaries understand their responsibilities and how to fulfill them.  Thompson Coburn, LLC breaks down the ten key topics in training a fiduciary in this...

Spring 2018 Investor Letter.

 April 12 2018
HORAN Capital Advisors has published its Spring 2018 Investor Letter. Warren Buffet once stated, "The stock market is a wonderfully efficient mechanism for transferring wealth from the impatient to the patient."  The first quarter of 2018 certainly tested the patience of many investors as the daily market swings were much more profound than anything felt in more recent years. But, were those...

Are Gen Xers prepared for retirement?

 April 11 2018
While the oldest members of Gen X are about ten years away from retirement, 66% of them say that they have never calculated how much money they need to have saved. In a related article, 69% of Gen Xers report that they receive their retirement planning advice through their employer.     Gen X Needs Retirement Planning Help Gen X Says Advice Would Be Helpful for Retirement Savings ...
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