HORAN Retirement Advisors
HORAN has been designing, implementing and funding retirement plans for over 50 years. We have been involved in 401(k), Profit Sharing, Defined Benefit plans, executive deferred compensation plans with for-profit companies and 403(b) and 457(b) plans for most of the region’s hospitals and schools.
Our retirement planning group has 100 years of total experience in the design and operation of many of the region’s most successful retirement plans. HORAN Retirement Advisors has worked with some of the largest companies in the country and yet is still focused on providing superlative service to our smallest plans.
We work with our clients to design a customized retirement plan that best meets the needs of the employer’s business goals, organization, culture and history. We always go a step beyond to provide hands on service and create a trusted partnership across our four core focus areas:
- Plan Design
- Investment Services
- Fiduciary Support
- Employee Education
Every year we survey clients on HORAN’s overall performance as well as the performance of their specific plan provider. In 2016, our clients rated the HORAN team a 4.6 out of 5.0 on knowledge about regulatory and fiduciary issues.
HORAN has also been recognized on both a regional and national level. The Cincinnati Business Courier listed HORAN as a Top 20 Money Management Firm in 2016 and Karl Diebold, Vice President at HORAN Retirement Advisors, was recognized by Financial Times as a 401 Top Retirement Plan Advisor.
In a constantly evolving marketplace, you need a partner you can rely on to focus on your plan design, investments, fiduciary & regulatory issues and providing your employees with the retirement education they need. That’s what you’ll get with HORAN Retirement Advisors.