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HORAN Retirement Advisors

HORAN Retirement Advisors

For 70 years, HORAN Retirement Advisors (HRA) has partnered with employers to select, implement and manage their retirement planning strategies.

Our retirement experts collaborate with you to develop, customize and implement a retirement plan that maximizes your benefit dollars. Throughout our client-focused planning process, we are immersed in your business to understand your unique needs and objectives.

The value to you: A customized retirement plan that incorporates your priorities across plan design, investments, fiduciary support and employee engagement.

HORAN Retirement Advisors holds one principle above all others: doing what’s best for the client. Always. We establish and maintain trust by serving as:

Engineers of a Brighter, More Prosperous Future – Through our clear understanding of your needs and our expert objectivity, HRA develops a retirement plan that helps you secure and retain valuable talent. 

Expert Advisors and Mentors – Carefully culled from the institutional side of our industry, our advisors bring decades of deep experience to add tangible value to your plan and your company’s future. 

Trusted Partners – Your best interests and those of your workforce are always our top priority. We hold integrity as our highest value; that’s why we acknowledge in writing, our co-fiduciary responsibilities. You can trust us to keep you abreast of compliance updates and investment trends that impact your business.

Q1 2019 - Upcoming Compliance Deadlines and Important Dates News
Jan 24
February 28 – Deadline for filing 1099-R in paper form with IRS to report distributions made i...
Q4 2018 - Upcoming Compliance Deadlines and Important Dates News
Nov 19
December 1 – Latest date for providing a 401(k) safe-harbor, QACA safe-harbor, QDIA, EACA or A...
Planning for Retirement News
Nov 2
Conventional wisdom says that many expenses go down in retirement – like commuting, eating lun...