As a plan fiduciary, your most important responsibility is understanding the operation of your plan. At HORAN, we recommend regularly and objectively assessing your plan. Our complimentary process involves identifying your greatest areas of risk and actionable direction to help you address potential liabilities. You will receive an In-Depth Risk Assessment report to help minimize your risk factors in the event of a Depart of Labor audit. Please note: we may require additional information from you about your plan to complete the report.
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.