Understanding the complexity of plan design options and critically evaluating the effect they have on your plan participants is a necessary touchstone for any retirement plan.
At HORAN, we understand that proper plan design is critical at the beginning and also as an ongoing process as objectives of the plan sponsor change over time. By meeting to establish intentions and then updating those goals over time, we can best ensure that your plan is designed to meet the ever-changing demands of your organization, your plan participants and the changing regulatory landscape.
By critically evaluating and understanding plan design implications, you and your committee can more easily assess the best options for you.
Apply select design features to better impact the retirement readiness of your participant population.
Evaluate how your plan measures within your industry through a regular and objective benchmarking process.
Remain on top of a shifting regulatory landscape and understand how those changes might affect you.
We are proud to announce that effective June 1, 2023, HORAN Health, our Employee Benefits division, has become a part of HUB International. Our commitment to local client services, integrity and trust remains steadfast.
HORAN Wealth continues its 75-year legacy of independent support in retirement, life insurance, financial planning, investment advising and more. To learn more about HORAN Wealth, click here.
For complete details about this announcement, read the press release.