HORAN announced the results from its annual Health Management Best Practices Survey at HORAN’s Health Management Symposium’s held in Cincinnati and Dayton on April 5 and 6.  This survey was conducted through HORAN’s Health Management WayTM, which leverages best practices, capitalizes on market expertise and utilizes client data to create unique wellness programs for organizations. Through the rev...

HORAN recently announced the promotion of Amanda Chapman to Chief Compliance Manager for HORAN Securities and HORAN Capital Advisors. Amanda joined HORAN in 2012, most recently serving as Manager of Client Services. During this role, Amanda served as an integral part of the wealth team by managing retirement plans and wealth accumulation accounts for individuals and corporations. “We pride ours...

Valerie Bogdan-Powers and Keith A. Cheesman Named to New Leadership Roles Today HORAN announced the creation of two new senior level positions to support rapid growth and expansion. Valerie Bogdan-Powers was promoted to Chief Business Development & Client Relations Officer for HORAN’s Health Benefits Department and Keith Cheesman was appointed to Chief Operating Officer for HORAN Securities. Both...

HORAN Securities, Inc. is celebrating its 20 year anniversary on December 8, 2016. We are proud of our long history and accomplishments over the years. Thank you to our clients who continue to trust us for ongoing guidance and insights. We appreciate your contribution to our growth and success. We promise to always focus on your best interests and look forward to many more years of serving you. ...

34 Area Employers Recognized for Promoting Healthy Workplaces CINCINNATI – HORAN, a leading advisor in employee benefits and financial services, was named one of recipients of the gold level designation from LiveWell NKY Worksite Award. This certification is designed to acknowledge Northern Kentucky worksites that place a high value on employee health and overall well-being, while taking steps to...

Nick Reilly, Portfolio Manager and Principal at HORAN Capital Advisors, shares his opinions and insights on health care, the economy and inflation while being featured on WLW with Rocky Boiman. Click here to listen to Nick and Rocky’s discussion. 

October 12, 2016 Contact: Cheryl Campbell 513.792.5745 CherylC@horanassoc.com CINCINNATI – At HORAN, we don't just stand behind our work. We stand behind the people who make it possible.  A positive work environment is essential to a healthy business and has been a central component of our success. We're proud to announce that HORAN, a leading advisor in employee benefits and fina...

September 15, 2016 – HORAN is pleased to announce that Karl Diebold has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. This is the second annual Financial Times 401 list, produced independently by the Financial Times in collaboration with Ig...

HORAN compiled a list of the upcoming Retirement, Health and Medicare Plans’ compliance deadlines. All of these materials have a filing deadline of July 31. Retirement and Health Plan Compliance: -          Deadline for filing Form 5500 (without an extension) or deadline for filing Form 5558 to request an automatic extension of time to file Form 5500 (2 ½ months). -          Deadline for filin...

Scott Silver, HORAN Health Management Director, conducts “Integrating On-Site Health Clinics with Wellness Programs to Achieve Trend Bend Status that Positively Impacts Employees Health” workshop at the 15th Annual Congress on On-Site Employee Health Clinics in Chicago.  This workshop highlights the key components necessary to create a wellness program and leverage on-site clinics to improve pop...